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 Wellspring Wealth Management 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
Mark Howell WinstonPlanmark Capital Management, LLC unclassifiedWellspring Wealth Management LLC otherOtherJan 17, 2017Feb 15, 2017
Andrew Blake WrightMML Investors Services, LLC otherWellspring Wealth Management LLC independent RIAOtherMay 4, 2016Jun 27, 2018 (784 d)
John Stanford AdamsLPL Financial LLC otherWellspring Wealth Management LLC otherOtherDec 18, 2009Aug 24, 2010 (249 d)
Larry Lionel KendrickAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 20, 2005
Michael Craig WaldowAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Oct 15, 2007
Gregory Allen RaabeAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 14, 2006
Byron Lane ThorsenAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 20, 2005
Scott Donald MathewsonAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 20, 2005
Brian Clifford FriedmanAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Aug 21, 2006
Stephen Thomas HerlihyAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 6, 2006
Dennis Ray WrightAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Mar 3, 2008
Taylor Nolan WilliamsAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Jun 21, 2005
John Stanford AdamsAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherOct 13, 2009Mar 20, 2006
Michael Andrew CoelhoAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherSep 24, 2009Oct 15, 2007
Robert Randall GogginsAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherSep 24, 2009Aug 8, 2006
John David GloverAssociated Securities Corp. unclassifiedWellspring Wealth Management LLC otherOtherSep 8, 2009Jun 22, 2005
Lance Randal KeeslingAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherJul 6, 2009Jun 20, 2005
Thomas Butler HallGoldman Sachs Wealth Services, L.P. otherWellspring Wealth Management LLC otherOtherNov 24, 2008Jul 28, 2010 (611 d)
Michael Earl PeeblesGarrison Financial Advisors, Inc. unclassifiedWellspring Wealth Management LLC otherOtherApr 2, 2007Apr 18, 2007
Dana W LyonAssociated Planners Investment Advisory Inc unclassifiedWellspring Wealth Management LLC otherOtherDec 7, 2006Jun 21, 2005
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20 moves match.