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 Womack Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Terry Warren Edwards | Ameriprise Financial Services, LLC national BD | Womack Wealth Management, Inc. other | Other | Oct 16, 2017 | Oct 13, 2017 |
| Christopher Bryant Packard | Morgan Stanley wirehouse | Womack Wealth Management, Inc. other | Other | Sep 22, 2017 | Sep 21, 2017 |
| Scott Hanson Womack | Uas Wealth Advisors other | Womack Wealth Management, Inc. other | Other | Apr 3, 2014 | Feb 8, 2008 |
| Charles Hanson Womack | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Womack Wealth Management, Inc. other | Other | Mar 20, 2012 | Mar 22, 2012 |
| Timothy James Nanson | Ameriprise Financial Services, LLC national BD | Womack Wealth Management, Inc. other | Other | Aug 12, 2011 | Nov 12, 2014 (1188 d) |
| Jacque Gregory Lefore | Heritage Family Stewards, LLC unclassified | Womack Wealth Management, Inc. independent RIA | Other | Dec 31, 2009 | Jul 8, 2026 (6033 d) |
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6 moves match.