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 Moss, Luse & Womble, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kyle Michael Summerville | Charles Schwab & Co., Inc. national BD | Moss, Luse & Womble, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2026 | Apr 3, 2026 |
| Erika Jordan Howell | Cfo4life independent RIA | Moss, Luse & Womble, LLC independent RIA | RIA to RIA | Oct 2, 2025 | Aug 20, 2026 (322 d) |
| Morgan Colleen Jennings Luck | Edward Jones national BD | Moss, Luse & Womble, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 22, 2022 | Dec 22, 2023 (668 d) |
| Matthew Earl Bryan | Cain, Watters & Associates, LLC other | Moss, Luse & Womble, LLC independent RIA | Other | Dec 31, 2011 | Jan 26, 2012 |
| Jeffrey Matthew Moss | Cain, Watters & Associates, LLC other | Moss, Luse & Womble, LLC independent RIA | Other | Jan 14, 2010 | Mar 5, 2010 (50 d) |
| Jason Stanton Luse | Cain, Watters & Associates, LLC other | Moss, Luse & Womble, LLC independent RIA | Other | Jan 14, 2010 | Mar 5, 2010 (50 d) |
| Michael Avery Womble | Cain, Watters & Associates, LLC other | Moss, Luse & Womble, LLC independent RIA | Other | Jan 14, 2010 | Mar 5, 2010 (50 d) |
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7 moves match.