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 Wpwealth Llp
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 |
|---|---|---|---|---|---|
| John Christian Gesek | Optimus Capital Advisors, LLC independent RIA | Wpwealth Llp independent RIA | RIA to RIA | Sep 10, 2026 | Sep 9, 2026 |
| Jack W Luna | Optimus Capital Advisors, LLC independent RIA | Wpwealth Llp independent RIA | RIA to RIA | Sep 10, 2026 | Sep 9, 2026 |
| James Patrick Gonzales | Optimus Capital Advisors, LLC independent RIA | Wpwealth Llp independent RIA | RIA to RIA | Sep 10, 2026 | Sep 9, 2026 |
| Bryan Roquemore Mcclune | Dimensional Fund Advisors LP asset manager | Wpwealth Llp independent RIA | Other | Jan 27, 2026 | Feb 13, 2026 |
| Bryan Monks | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wpwealth Llp independent RIA | Wirehouse to independent RIA | Mar 18, 2025 | Mar 31, 2025 |
| Christopher Ryan Manross | Rogers Wealth Group, Inc. independent RIA | Wpwealth Llp independent RIA | RIA to RIA | Mar 7, 2022 | Mar 16, 2022 |
| Matthew Garrett Larson | Invesco Advisers, Inc. asset manager | Wpwealth Llp independent RIA | Other | Jun 6, 2019 | Jun 21, 2019 |
| William Charles Weston | Invesco Advisers, Inc. other | Wpwealth Llp other | Other | Aug 24, 2016 | Mar 21, 2017 (209 d) |
| Shane Christopher Miller | Milestone Wealth Strategies state registered | Wpwealth Llp other | Other | Jun 12, 2013 | Nov 14, 2013 (155 d) |
| Jonathan Clay Jennings | Algonquin Advisors LLC other | Wpwealth Llp other | Other | Oct 18, 2011 | Apr 25, 2014 (920 d) |
| Eleanor Wilson Ray | Cuna Brokerage Services, Inc. other | Wpwealth Llp other | Other | Jun 1, 2007 | Jan 4, 2008 (217 d) |
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11 moves match.