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 Whitaker-Myers Wealth Managers, Ltd.
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 |
|---|---|---|---|---|---|
| Timothy P Hilterman | Whitcomb & Hess, Inc. independent RIA | Whitaker-Myers Wealth Managers, Ltd. independent RIA | RIA to RIA | Dec 9, 2024 | Dec 16, 2024 |
| Grant Jennings | Fidelity Personal And Workplace Advisors BD affiliated | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2024 | Oct 17, 2024 |
| Joshua D Paletta | Almanack Investment Partners independent RIA | Whitaker-Myers Wealth Managers, Ltd. independent RIA | RIA to RIA | Apr 5, 2023 | Apr 3, 2023 |
| Jacob Scott Buckwalter | Whitcomb & Hess, Inc. other | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Other | Mar 5, 2018 | Dec 17, 2020 (1018 d) |
| Matthew Gerald Harris | Raymond James Financial Services Advisors, Inc other | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Other | Mar 8, 2017 | Mar 3, 2017 |
| John-Mark Collier Young | Raymond James Financial Services Advisors, Inc other | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Other | Mar 8, 2017 | Mar 10, 2017 |
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6 moves match.