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 Bmss Wesson Wealth Solutions

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
Kaylan Blake AdamsEdward Jones national BDBmss Wesson Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2026Aug 5, 2026
Perrin Mark JonesLPL Financial LLC BD affiliatedBmss Wesson Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2026Jun 10, 2026
Dudley Lee SimmsFisher Investments independent RIABmss Wesson Wealth Solutions independent RIARIA to RIAJun 17, 2025Jul 11, 2025
David Andrew HinshawOneascent Wealth Management independent RIABmss Wesson Wealth Solutions independent RIARIA to RIAJan 31, 2025Feb 5, 2025
Jonathan Luke BrooksThe Welch Group, LLC independent RIABmss Wesson Wealth Solutions independent RIARIA to RIAOct 23, 2024Nov 1, 2024
Felix Marcus TankersleyOneascent Financial Services LLC independent RIABmss Wesson Wealth Solutions independent RIARIA to RIAAug 6, 2018Aug 3, 2018
Mark Alan WessonLPL Financial LLC otherBmss Wesson Wealth Solutions independent RIAOtherNov 25, 2015Apr 12, 2016 (139 d)
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7 moves match.