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 W3 Wealth Advisors, LLC

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.

AdvisorFromToTypeLeftRegistered
William Michael ArthurFocus On Success, LLC unclassifiedW3 Wealth Advisors, LLC state registeredOtherDec 23, 2025Jan 26, 2026 (34 d)
Mark Joseph MillerFocus On Success, LLC unclassifiedW3 Wealth Advisors, LLC state registeredOtherDec 23, 2025Jan 26, 2026 (34 d)
Troy Wesley CrookFocus On Success, LLC unclassifiedW3 Wealth Advisors, LLC state registeredOtherDec 23, 2025Jan 26, 2026 (34 d)
Aubrea RyanPlanmember Securities Corporation independent RIAW3 Wealth Advisors, LLC state registeredRIA to a state-registered adviserSep 19, 2025Oct 28, 2025 (39 d)
Jonathan Grant LapineValmark Advisers, Inc. BD affiliatedW3 Wealth Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 27, 2023Mar 18, 2014
Ryan John GlinnValmark Advisers, Inc. BD affiliatedW3 Wealth Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 27, 2023Mar 18, 2019
Shawn Michael ArseneauValmark Advisers, Inc. BD affiliatedW3 Wealth Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 31, 2021Mar 27, 2018
Irene Angela ZurowskiValmark Advisers, Inc. BD affiliatedW3 Wealth Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 31, 2021Mar 5, 2019
Amy D VaccaroWells Fargo Advisors wirehouseW3 Wealth Advisors, LLC state registeredWirehouse to a state-registered adviserOct 2, 2020Oct 1, 2020
Stephen M CatalanoWells Fargo Advisors wirehouseW3 Wealth Advisors, LLC state registeredWirehouse to a state-registered adviserOct 2, 2020Oct 1, 2020
Kelley Adams KingValmark Advisers, Inc. BD affiliatedW3 Wealth Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 6, 2020Mar 27, 2018
Shelby RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseW3 Wealth Advisors, LLC state registeredWirehouse to a state-registered adviserAug 16, 2019Sep 18, 2019 (33 d)
Kenneth Jason DayValmark Advisers, Inc. otherW3 Wealth Advisors, LLC state registeredOtherJan 25, 2018Mar 31, 2017
Jason Jon LukzValmark Advisers, Inc. otherW3 Wealth Advisors, LLC state registeredOtherApr 12, 2017Feb 4, 2015
Frank Pat BevilacquaMony Securities Corporation unclassifiedW3 Wealth Advisors, LLC state registeredOtherJan 27, 2004Jun 23, 2004 (148 d)
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15 moves match.