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 Womack Financial 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 |
|---|---|---|---|---|---|
| Madelyn Rose Murray | Rockbridge Investment Management, LLC independent RIA | Womack Financial LLC independent RIA | RIA to RIA | Aug 12, 2025 | Mar 5, 2026 (205 d) |
| Laura Dianne Cordell | Cfo4life independent RIA | Womack Financial LLC independent RIA | RIA to RIA | Sep 5, 2019 | Sep 16, 2019 |
| Joshua Keith Womack | Vogel Financial Advisors, LLC other | Womack Financial LLC independent RIA | Other | Nov 19, 2015 | May 21, 2015 |
| Thomas Leonard Carey | Thrivent Investment Management Inc. other | Womack Financial LLC independent RIA | Other | Oct 16, 2012 | Dec 5, 2021 (3337 d) |
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4 moves match.