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 Wilson Wealth Management Group, L. L. C.
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 |
|---|---|---|---|---|---|
| Jonathan J Bolston | Empower Advisory Group, LLC BD affiliated | Wilson Wealth Management Group, L. L. C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 19, 2025 | Nov 25, 2025 |
| Brian Percy Willis | MML Investors Services, LLC BD affiliated | Wilson Wealth Management Group, L. L. C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 26, 2023 | Feb 14, 2024 (50 d) |
| Marcus D Johnson | Mutual Of Omaha Investor Services, Inc. no RAUM | Wilson Wealth Management Group, L. L. C. state registered | Other | Aug 13, 2019 | Jun 1, 2021 (658 d) |
| Jonathan J Bolston | Bolston Financial unclassified | Wilson Wealth Management Group, L. L. C. state registered | Other | Mar 26, 2019 | Apr 10, 2019 |
| Maurice Laval Wilson | Ameriprise Financial Services, LLC national BD | Wilson Wealth Management Group, L. L. C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 30, 2004 | Apr 12, 2007 (1077 d) |
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5 moves match.