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 Wealth Watch Advisors, Inc
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 |
|---|---|---|---|---|---|
| Michael Brooke Davis | Kcd Financial, Inc. independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Aug 11, 2026 | Aug 18, 2026 |
| Brian Wilson Johnson | Strategic Advisers LLC national BD | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2026 | Jun 12, 2026 |
| Mark Robert Scherer | Brookstone Capital Management LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Brian Eugene Carden | Madison Avenue Securities, LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 5, 2026 |
| Lance Opp | Equitable Advisors, LLC national BD | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2025 | Oct 30, 2025 |
| Kelli Lyn Gabriel | Madison Avenue Securities, LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2025 | Feb 17, 2026 (130 d) |
| Jordan Xavier Hyde | Eagle Strategies LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Jul 31, 2025 |
| Matt R Gsellman | Iams Wealth Management, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Dec 31, 2024 | Jul 7, 2025 (188 d) |
| Catherine Mae Milano | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Oct 10, 2024 | Jan 1, 2026 (448 d) |
| Aaron Joseph Cormier | Eagle Strategies LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2024 | Aug 21, 2024 |
| Andrew James Mong | Fidelity Personal And Workplace Advisors BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2024 | Jan 21, 2026 (672 d) |
| George Franklin Wells | Cirrus Capital LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Nov 3, 2023 | May 21, 2024 (200 d) |
| Benjjamin K Zales | Ip Financial Advisory Services LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2023 | May 5, 2026 (924 d) |
| James Austin Sanders | Edward Jones national BD | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2023 | Aug 3, 2023 |
| Kenneth D Sadler | Summerhill Asset Management LLC unclassified | Wealth Watch Advisors, Inc independent RIA | Other | Aug 15, 2023 | Jul 6, 2023 |
| Raymond Patrick Oconnell | Coppell Advisory Solutions LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Aug 14, 2023 | Jul 15, 2025 (701 d) |
| Ronald Chris Packard | Consolidated Portfolio Review Corp independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 21, 2023 | Jul 12, 2023 |
| Daniel James Packard | Consolidated Portfolio Review Corp independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 21, 2023 | Jul 18, 2023 |
| Brian Dufort Lowery | Elevated Capital Advisors, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 10, 2023 | Oct 30, 2024 (478 d) |
| Charles Stewart Cannon | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jun 26, 2023 | Oct 28, 2024 (490 d) |
| Linda Rose Jensen | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Feb 1, 2023 | Feb 9, 2023 |
| Michael James Strong | Gradient Advisors, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jan 2, 2023 | Apr 23, 2024 (477 d) |
| Rosa Shala | Sound Income Strategies, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 19, 2022 | Jul 21, 2022 |
| Robert Mark Cerrito | Walser Wealth Management Company, A Limited Liability Company independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 14, 2022 | Aug 15, 2022 (32 d) |
| Justin Jay Stanfill | Walser Wealth Management Company, A Limited Liability Company independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 14, 2022 | Aug 11, 2022 |
| James Joseph Jurica | Eagle Strategies LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2022 | May 12, 2022 (70 d) |
| Shawn Michael Mercer | Ae Wealth Management, LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2021 | Jan 5, 2026 (1652 d) |
| Sean T Hughes | Foundations Investment Advisors LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jun 4, 2021 | May 25, 2021 |
| John Joseph Faure | Transamerica Financial Advisors, LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2021 | Feb 16, 2021 |
| Cash Evan Matthews | Solomon Group Financial Services, LLC unclassified | Wealth Watch Advisors, Inc independent RIA | Other | Dec 31, 2020 | Oct 16, 2020 |
| Benton Jackson Randle | Solomon Group Financial Services, LLC unclassified | Wealth Watch Advisors, Inc independent RIA | Other | Dec 31, 2020 | Oct 28, 2020 |
| Marc Andrew Carlson | Solomon Group Financial Services, LLC unclassified | Wealth Watch Advisors, Inc independent RIA | Other | Dec 31, 2020 | Oct 28, 2020 |
| Howard Justin Heatherly | Allstate Financial Advisors, LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 12, 2020 | May 11, 2026 (2037 d) |
| Jimmy Louis Hernandez | Money Concepts Advisory Service BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2020 | Oct 1, 2020 |
| William Stephen Glover | Api Financial Advisors, LLC no RAUM | Wealth Watch Advisors, Inc independent RIA | Other | Sep 18, 2020 | Jan 4, 2022 (473 d) |
| Andrew Lee Arehart | Money Concepts Advisory Service BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2020 | Jun 2, 2020 |
| Richard Allen Weiner | Wells Fargo Advisors wirehouse | Wealth Watch Advisors, Inc independent RIA | Wirehouse to independent RIA | Apr 8, 2020 | Sep 23, 2020 (168 d) |
| Robert Rocco La Spada | Brookstone Capital Management LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jan 15, 2020 | Jan 29, 2020 |
| Berry Shotah Burkhart | Whitney Financial Strategies, LLC state registered | Wealth Watch Advisors, Inc independent RIA | Other | Dec 23, 2019 | Sep 17, 2019 |
| Michael A Lewin | Sowell Management independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 12, 2019 | Jul 3, 2019 |
| Arthur Glenn | Financial & Tax Architects, LLC mixed wealth | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jun 6, 2019 | May 6, 2021 (700 d) |
| James Kenneth Johnson | Gradient Advisors, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | May 29, 2019 | May 28, 2019 |
| Andrew Mitchell Abramson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Watch Advisors, Inc independent RIA | Wirehouse to independent RIA | Mar 19, 2019 | Apr 1, 2019 |
| Larry Mckinley Hales | Gradient Advisors, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Dec 17, 2018 | Mar 7, 2019 (80 d) |
| Brian Lee Smith | 1st Global Advisors Inc BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2018 | Nov 18, 2020 (708 d) |
| Chad Truman Rose | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Watch Advisors, Inc independent RIA | Wirehouse to independent RIA | Dec 3, 2018 | Jan 14, 2019 (42 d) |
| Nicholas Adam Bour | Fsc Securities Corporation BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2018 | Nov 7, 2018 |
| Kevin B Divecha | Sgl Financial, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Nov 7, 2018 | Oct 31, 2018 |
| John Patrick Lynch | Royal Fund Management, LLC independent RIA | Wealth Watch Advisors, Inc other | Other | Nov 1, 2018 | Aug 25, 2017 |
| Anita Louise Lester | Bfc Planning, Inc. BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 11, 2018 | Oct 12, 2018 |
| Jesse Marichalar Galindo | First Advisors National, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Oct 8, 2018 | Oct 9, 2018 |
| Paul Conrad Stanley | LPL Financial LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Sep 25, 2018 | Jun 29, 2018 |
| Maria R Garza | Horter Investment Management, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Sep 17, 2018 | Sep 17, 2018 |
| Christopher Shawn De Veny | Securian Financial Services, Inc. BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2018 | Oct 30, 2024 (2238 d) |
| Donald A Shelton | Ae Wealth Management, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Sep 6, 2018 | Jul 27, 2018 |
| Gaetan Reginald Policard | Ae Wealth Management, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Sep 6, 2018 | Jul 27, 2018 |
| Roy Joseph Innella | Financial Gravity Asset Management, Inc. independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 23, 2018 | Apr 23, 2018 |
| Phillip Chad Castle | Castle Investor Coaching unclassified | Wealth Watch Advisors, Inc other | Other | Jul 11, 2018 | Jun 24, 2016 |
| Michael Thomas Lucey | Brookstone Capital Management LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Apr 19, 2018 | Apr 19, 2018 |
| Maximo Gregorio Centeno | Osaic Institutions, Inc. BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2018 | Jul 9, 2018 (89 d) |
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87 moves match.