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 Venturi Private Wealth

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
Jay Blakeley WillcoxMerit Financial Advisors independent RIAVenturi Private Wealth independent RIARIA to RIAApr 26, 2022Jan 17, 2025 (997 d)
Emily MccrackenNorthwestern Mutual Investment Services,LLC no RAUMVenturi Private Wealth independent RIAOtherSep 14, 2021Oct 5, 2021
Rachael E WyattMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIANov 17, 2020Dec 11, 2020
Michael Ryan SmithLuther King Capital Management Corporation mixed wealthVenturi Private Wealth independent RIARIA to RIAJan 10, 2020Jan 29, 2021 (385 d)
Kent R MitchellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIAJun 7, 2019May 10, 2019
Cole Ray EdmistonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIAMay 14, 2019May 10, 2019
Grant Wade KinchenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIAMay 12, 2019May 10, 2019
Christopher Duncan CreedAfam Capital, Inc. independent RIAVenturi Private Wealth independent RIARIA to RIANov 5, 2018Nov 2, 2018
Melissa Suzanne WhitakerWells Fargo Advisors wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIASep 26, 2018May 1, 2026 (2774 d)
Joey Dwayne SagerWells Fargo Advisors wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIASep 25, 2018Sep 21, 2018
Dewayne Alfred CrunkWells Fargo Advisors wirehouseVenturi Private Wealth independent RIAWirehouse to independent RIASep 25, 2018Sep 21, 2018
Alexander Scott ClendennenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth otherOtherNov 19, 2015Mar 24, 2016 (126 d)
George Lawson ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth no RAUMOtherAug 18, 2015Aug 14, 2015
Russell Wayne NorwoodMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVenturi Private Wealth no RAUMOtherAug 18, 2015Aug 14, 2015
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14 moves match.