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 World Investment Advisors, 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
Jacob Alexander MayAwm Capital, LLC independent RIAWorld Investment Advisors, LLC otherOtherSep 1, 2026Sep 2, 2026
Matthew Joseph MarkowskiLPL Enterprise, LLC BD affiliatedWorld Investment Advisors, LLC otherOtherJul 20, 2026Jul 24, 2026
Carly ScianoAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC otherOtherJul 10, 2026Aug 19, 2026 (40 d)
Gregory James KingJohnson Wealth Inc. mixed wealthWorld Investment Advisors, LLC otherOtherJun 30, 2026Jun 30, 2026
Andrew Paul MargolinCetera Investment Advisers LLC BD affiliatedWorld Investment Advisors, LLC otherOtherJun 8, 2026Jun 2, 2026
Gabriel GonzalezJ.P. Morgan Securities LLC wirehouseWorld Investment Advisors, LLC otherOtherMay 1, 2026May 21, 2026
Jack HauslerKeenan Financial independent RIAWorld Investment Advisors, LLC otherOtherMar 25, 2026Apr 23, 2026
Derek G HassenpflugAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC otherOtherMar 12, 2026Mar 9, 2026
William Gerard TuckerWorld Advisory Services BD affiliatedWorld Investment Advisors, LLC otherOtherDec 3, 2025Oct 24, 2025
Anatoly KhaitWorld Advisory Services BD affiliatedWorld Investment Advisors, LLC otherOtherDec 3, 2025Nov 7, 2025
Robert NortonWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 5, 2025
Andrew Reilly DugeryWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 4, 2025
Gerald Lee PreschuttiWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 5, 2025
Tyler Drew WallNationwide Investment Advisors, LLC BD affiliatedWorld Investment Advisors, LLC otherOtherNov 7, 2025Nov 6, 2025
Richard Ellis CraftBcg Securities, Inc. independent RIAWorld Investment Advisors, LLC otherOtherNov 6, 2025Nov 4, 2025
Brian Alexander SullivanBcg Securities, Inc. independent RIAWorld Investment Advisors, LLC otherOtherNov 6, 2025Nov 5, 2025
Michael Christopher BassBcg Securities, Inc. independent RIAWorld Investment Advisors, LLC otherOtherNov 6, 2025Nov 4, 2025
Stephen Frederick OneillAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC otherOtherOct 29, 2025Oct 28, 2025
Edward Nigel WaltersOsaic Wealth, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherOct 28, 2025Oct 27, 2025
Michael George CeratoTcg Wealth Management independent RIAWorld Investment Advisors, LLC otherOtherOct 27, 2025Sep 2, 2025
James Donald AbagisTcg Wealth Management independent RIAWorld Investment Advisors, LLC otherOtherOct 21, 2025Sep 15, 2025
Melanie Lynn LavigneTcg Wealth Management independent RIAWorld Investment Advisors, LLC otherOtherOct 21, 2025Sep 3, 2025
Anthony Allen SaccoFrost Investment Services BD affiliatedWorld Investment Advisors, LLC otherOtherOct 17, 2025Nov 5, 2025
Dylan James MosbyCapital Research & Consulting LLC institutionalWorld Investment Advisors, LLC otherOtherOct 3, 2025Aug 21, 2025
James Thomas BordaUBS Financial Services Inc. wirehouseWorld Investment Advisors, LLC otherOtherSep 23, 2025Oct 22, 2025
Shawn Patrick RooneyJ.P. Morgan Securities LLC wirehouseWorld Investment Advisors, LLC otherOtherSep 21, 2025Nov 7, 2025 (47 d)
Steven Ira KolinskyKolinsky Wealth Management, LLC independent RIAWorld Investment Advisors, LLC otherOtherSep 18, 2025May 8, 2025
David George MowadKolinsky Wealth Management, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherSep 18, 2025Apr 2, 2025
Chad Nmn KolinskyKolinsky Wealth Management, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherSep 18, 2025Apr 2, 2025
Karen Ann RobinsonOsaic Wealth, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherSep 3, 2025Jan 2, 2026 (121 d)
Sean Michael McmullenCitizens Private Wealth BD affiliatedWorld Investment Advisors, LLC otherOtherAug 15, 2025Apr 1, 2026 (229 d)
Justin Jarrot NewhardOnedigital institutionalWorld Investment Advisors, LLC otherOtherAug 6, 2025Aug 13, 2025
Joseph R MarcheseFinancial Planning Concepts Of America, Inc. independent RIAWorld Investment Advisors, LLC otherOtherAug 1, 2025Apr 29, 2025
Melanie Maria Aaltje RhoomsPax Financial Group independent RIAWorld Investment Advisors, LLC otherOtherJul 31, 2025Jun 10, 2025
Mary Kathleen FlahertyMkf Private Wealth Management unclassifiedWorld Investment Advisors, LLC otherOtherJun 16, 2025Jun 25, 2025
Johnpaul BaughmanStrategic Advisers LLC national BDWorld Investment Advisors, LLC otherOtherJun 12, 2025Aug 1, 2025 (50 d)
Tamera Christina ColeEdward Jones national BDWorld Investment Advisors, LLC otherOtherMay 28, 2025Jul 1, 2025 (34 d)
Kenneth H BellemoreEdward Jones national BDWorld Investment Advisors, LLC otherOtherApr 14, 2025Apr 16, 2025
Vivek VishalCreative Planning independent RIAWorld Investment Advisors, LLC institutionalOtherMar 11, 2025Mar 26, 2025
Gregory Robert RochteAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC institutionalOtherFeb 18, 2025Feb 14, 2025
Shannon HelmanCommonwealth Financial Network national BDWorld Investment Advisors, LLC institutionalOtherJan 15, 2025Jan 31, 2025
Justin Sean WoodfinMML Investors Services, LLC BD affiliatedWorld Investment Advisors, LLC otherOtherJan 14, 2025Sep 12, 2025 (241 d)
Frank Joseph BairdOsaic Wealth, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherDec 31, 2024Oct 15, 2025 (288 d)
Brian Hunt FreemanOsaic Wealth, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherDec 31, 2024Oct 15, 2025 (288 d)
Mark Alexander VannaukerOsaic Wealth, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherDec 31, 2024Oct 22, 2025 (295 d)
Adam Nabil RehimM Holdings Securities, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherDec 12, 2024May 22, 2025 (161 d)
Brian James HeraldAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC institutionalOtherNov 5, 2024Nov 1, 2024
Valerie DetersSentinel Pension Advisors, LLC. institutionalWorld Investment Advisors, LLC institutionalOtherSep 26, 2024Oct 18, 2024
Julia Aleksandrovna HooperSagespring Wealth Partners independent RIAWorld Investment Advisors, LLC institutionalOtherSep 24, 2024Aug 8, 2024
Ryan Scott OltorikAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC institutionalOtherJul 29, 2024Jul 22, 2024
Dennis Ross OltorikAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC institutionalOtherJul 26, 2024Jul 26, 2024
Shaun D. PattersonRaymond James Financial Services Advisors, Inc BD affiliatedWorld Investment Advisors, LLC institutionalOtherJul 25, 2024Jun 28, 2024
Scott M TurnerRaymond James Financial Services Advisors, Inc BD affiliatedWorld Investment Advisors, LLC institutionalOtherJul 25, 2024Jun 28, 2024
Suzanne Covert WagnerRaymond James Financial Services Advisors, Inc BD affiliatedWorld Investment Advisors, LLC institutionalOtherJul 25, 2024Jun 28, 2024
John Patrick GrecoRaymond James Financial Services Advisors, Inc BD affiliatedWorld Investment Advisors, LLC institutionalOtherJul 25, 2024Jun 28, 2024
Christopher John BroderickFiduciary Wealth Management, LLC mixed wealthWorld Investment Advisors, LLC institutionalOtherJul 16, 2024Jul 1, 2024
Patrick Daniel RothFiduciary Wealth Management, LLC mixed wealthWorld Investment Advisors, LLC institutionalOtherJul 16, 2024Jul 1, 2024
Luke MingBrighton Jones LLC independent RIAWorld Investment Advisors, LLC institutionalOtherJul 12, 2024Aug 2, 2024
Shaunt Ed OzbenFiduciary Wealth Management, LLC mixed wealthWorld Investment Advisors, LLC institutionalOtherJul 10, 2024Jul 2, 2024
Theresa Mcdevitt DiblasiFiduciary Wealth Management, LLC mixed wealthWorld Investment Advisors, LLC institutionalOtherJul 10, 2024Jul 1, 2024
Page 1 of 5Next
263 moves match.