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 Wealthfront Advisers 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
Rosybell MorelJ.P. Morgan Securities LLC wirehouseWealthfront Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 4, 2025Mar 3, 2026 (119 d)
Blair Catriona BuchananUnest Advisers, LLC independent RIAWealthfront Advisers LLC independent RIARIA to RIAOct 4, 2024Oct 7, 2024
Homer Clifton ReedAlly Invest Advisors independent RIAWealthfront Advisers LLC independent RIARIA to RIAJul 26, 2023Aug 4, 2023
Maria Veronica HumphreyUnest Advisers, LLC independent RIAWealthfront Advisers LLC independent RIARIA to RIAAug 30, 2022Sep 11, 2024 (743 d)
Gavin RodeferOppenheimer & Co. Inc. BD affiliatedWealthfront Advisers LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2022May 12, 2022
Meghan BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthfront Advisers LLC independent RIAWirehouse to independent RIAFeb 17, 2021Nov 19, 2021 (275 d)
Edward Kay LianRaymond James & Associates, Inc. national BDWealthfront Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2020Oct 13, 2025 (1778 d)
Leotie FukawaGrove independent RIAWealthfront Advisers LLC independent RIARIA to RIASep 6, 2019Sep 25, 2019
Nathaniel J GandyUsaa Investment Services Company BD affiliatedWealthfront Advisers LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2019Jul 15, 2019
Tyler Alan Rutledge GrupeStratifi, LLC independent RIAWealthfront Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2018Jan 1, 2026 (2842 d)
Parker Neil Rima CoelhoAmeriprise Financial Services, LLC national BDWealthfront Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 6, 2017Jan 16, 2026 (2963 d)
Shane Liko-Masanobu MooreNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWealthfront Advisers LLC otherOtherJun 19, 2017Jun 26, 2017
Elisa Marie GaribayOpes Advisors, Inc. otherWealthfront Advisers LLC independent RIAOtherJun 8, 2017Jan 12, 2018 (218 d)
Anton TkachenkoWedbush Securities Inc. otherWealthfront Advisers LLC otherOtherMay 31, 2017Jul 8, 2017 (38 d)
Kevin Haywood TeagueStrategic Advisers LLC national BDWealthfront Advisers LLC otherOtherMar 27, 2017Aug 31, 2017 (157 d)
Emiliano Rios CabanCharles Schwab & Co., Inc. national BDWealthfront Advisers LLC otherOtherDec 20, 2016Jan 25, 2017 (36 d)
David Richard BurgessE*Trade Capital Management, LLC otherWealthfront Advisers LLC otherOtherSep 15, 2016Sep 16, 2016
John Thomas TorolaWaddell & Reed otherWealthfront Advisers LLC otherOtherAug 29, 2016Sep 16, 2016
Jennifer A SunJ.P. Morgan Private Wealth Advisors LLC otherWealthfront Advisers LLC otherOtherMar 2, 2016Mar 2, 2016
Iori OmuraCharles Schwab & Co., Inc. national BDWealthfront Advisers LLC otherOtherNov 10, 2015Nov 3, 2016 (359 d)
Steven Mark CervantesPrincipal Securities, Inc. otherWealthfront Advisers LLC otherOtherOct 22, 2015Nov 6, 2015
Daniel VegaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthfront Advisers LLC otherOtherAug 8, 2012Sep 27, 2013 (415 d)
Jessica HoelscherCharles Schwab & Co., Inc. national BDWealthfront Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2010Feb 5, 2025 (5150 d)
Jed T BroceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthfront Advisers LLC otherOtherMay 4, 2010Sep 11, 2017 (2687 d)
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24 moves match.