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 Wt Wealth Management, 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
Alexander Coats	Edelman Financial Engines independent RIA	Wt Wealth Management, LLC independent RIA	RIA to RIA	Mar 21, 2025	May 5, 2025 (45 d)
Thomas Clayton Simmons	Tcs Financial LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Dec 31, 2024	Nov 22, 2023
Douglas Christopher Brown	Money Concepts Advisory Service BD affiliated	Wt Wealth Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 28, 2023	Sep 15, 2023 (79 d)
James Livingston Thompson	Money Concepts Advisory Service BD affiliated	Wt Wealth Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 28, 2023	Oct 4, 2023 (98 d)
Eileen Mariel Proud	True Financial Wealth Management Firm LLC unclassified	Wt Wealth Management, LLC other	Other	Nov 12, 2020	Feb 19, 2016
Robert F Redwanc	True Financial Wealth Management Firm LLC unclassified	Wt Wealth Management, LLC other	Other	Nov 12, 2020	Feb 19, 2016
Brent L. Rankin	J.P. Morgan Securities LLC wirehouse	Wt Wealth Management, LLC independent RIA	Wirehouse to independent RIA	Aug 28, 2020	Mar 25, 2021 (209 d)
Kevan Scott Phillips	Northwestern Mutual Investment Services,LLC no RAUM	Wt Wealth Management, LLC independent RIA	Other	Jul 2, 2020	Jul 13, 2020
Matthew John Haertzen	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Mar 16, 2018	May 4, 2018 (49 d)
Glenn Jordan Leest	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Mar 16, 2018	May 4, 2018 (49 d)
Allen Brann Atkins	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Mar 16, 2018	May 4, 2018 (49 d)
Emy Annette Tice	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Mar 16, 2018	May 4, 2018 (49 d)
Ryan Patrick Stuart	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Mar 16, 2018	May 4, 2018 (49 d)
Jacob Norman Biliack	Four Peaks Wealth Management, LLC unclassified	Wt Wealth Management, LLC independent RIA	Other	Dec 12, 2017	May 24, 2018 (163 d)
John Kenneth Heilner	Wt Wealth Management, LLC unclassified	Wt Wealth Management, LLC other	Other	Dec 3, 2013	Dec 2, 2013

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15 moves match.