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 Wealthtrust Asset 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.

AdvisorFromToTypeLeftRegistered
Michael John LeeLong Street Capital Management unclassifiedWealthtrust Asset Management, LLC independent RIAOtherDec 31, 2022May 22, 2024 (508 d)
Justin TateSaltmarsh Financial Advisors, LLC independent RIAWealthtrust Asset Management, LLC independent RIARIA to RIAApr 20, 2020Sep 11, 2020 (144 d)
Thomas Ohearn EiflerJ.J.B. Hilliard, W.L. Lyons, LLC independent RIAWealthtrust Asset Management, LLC independent RIARIA to RIAFeb 28, 2019Jan 1, 2026 (2499 d)
Thomas Ohearn EiflerValiant Wealth Management unclassifiedWealthtrust Asset Management, LLC independent RIAOtherDec 31, 2018Jun 28, 2018
Katherine Elaine NolteTrinity Portfolio Advisors, LLC otherWealthtrust Asset Management, LLC otherOtherMay 17, 2017May 25, 2017
Clifford Anderson RutledgeWells Fargo Advisors wirehouseWealthtrust Asset Management, LLC otherOtherDec 1, 2016Dec 20, 2016
Steven Ray ReinischGreiner Joseph Advisory Group LLC unclassifiedWealthtrust Asset Management, LLC no RAUMOtherApr 2, 2015Mar 25, 2015
John Gerard MchughWells Fargo Advisors wirehouseWealthtrust Asset Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 18, 2015Apr 17, 2015 (58 d)
Darlene Sue DuncanWells Fargo Advisors wirehouseWealthtrust Asset Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 18, 2015Apr 27, 2015 (68 d)
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9 moves match.