DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Wela Financial Advisory
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Elizabeth Ann Alamillo | Equitable Advisors, LLC national BD | Wela Financial Advisory independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2026 | May 11, 2026 |
| Thomas James Coy | Victory Capital Management Inc. asset manager | Wela Financial Advisory independent RIA | Other | Jul 16, 2025 | Jul 3, 2025 |
| Taylor A Chamness | Frost Investment Services BD affiliated | Wela Financial Advisory independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2022 | Mar 24, 2022 |
| Caleb Scott Mcsorley | Capital Client Group, Inc. no RAUM | Wela Financial Advisory independent RIA | Other | Dec 9, 2019 | Jan 16, 2020 (38 d) |
| Esmond M Pabilona | Mercer Global Advisors Inc. independent RIA | Wela Financial Advisory independent RIA | RIA to RIA | Sep 7, 2018 | Mar 6, 2019 (180 d) |
| Anders Olsen Storvik | Gwn Securities Inc. other | Wela Financial Advisory other | Other | Jun 30, 2016 | Jan 3, 2018 (552 d) |
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6 moves match.