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 Wealthcare Advisors, 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 |
|---|---|---|---|---|---|
| Nathan Mark Mersereau | Planning Alternatives Ltd other | Wealthcare Advisors, LLC no RAUM | Other | Feb 9, 2018 | Apr 18, 2012 |
| James Conrad Niedzinski | Planning Alternatives Ltd other | Wealthcare Advisors, LLC no RAUM | Other | Feb 9, 2018 | Dec 6, 2012 |
| Jason Sheldon Close | Planning Alternatives Ltd other | Wealthcare Advisors, LLC other | Other | May 17, 2016 | Aug 20, 2014 |
| Nicole Gopoian Wirick | J.J.B. Hilliard, W.L. Lyons, LLC other | Wealthcare Advisors, LLC other | Other | Jan 2, 2015 | Jan 12, 2015 |
| Joseph Olekszyk | Planning Alternatives Ltd other | Wealthcare Advisors, LLC no RAUM | Other | Jan 31, 2014 | Nov 30, 2012 |
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5 moves match.