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 Westshore Wealth

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
Lance Douglas JamersonHoward Financial Services, Ltd. independent RIAWestshore Wealth independent RIARIA to RIAFeb 8, 2019Jan 26, 2019
Tyler Gregory BeesonRgt Wealth Advisors otherWestshore Wealth otherOtherNov 30, 2017Jan 2, 2018 (33 d)
Ryan Scott OrnellasAdvice And Planning Services otherWestshore Wealth independent RIAOtherOct 26, 2016Jan 1, 2026 (3354 d)
Ryan Byron McguireRgt Wealth Advisors otherWestshore Wealth independent RIAOtherAug 29, 2016Dec 18, 2018 (841 d)
Trevor Blake BryantRgt Wealth Advisors otherWestshore Wealth otherOtherJul 22, 2016Jun 3, 2016
Ryan S BrizendineRgt Wealth Advisors otherWestshore Wealth otherOtherJul 22, 2016Jun 2, 2016
Brian Gregory SiglerBarclays Capital Inc. otherWestshore Wealth independent RIAOtherMay 1, 2015Jun 30, 2025 (3713 d)
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7 moves match.