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 Wick Capital Partners, 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
Andrew Todd BucksnerArchetype Advisors, LLC independent RIAWick Capital Partners, LLC independent RIARIA to RIAJun 9, 2026May 28, 2026
David Stephen ClarkM Holdings Securities, Inc. BD affiliatedWick Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 2, 2025
Brooke Ashley BeesMission Wealth Management, LP independent RIAWick Capital Partners, LLC independent RIARIA to RIADec 3, 2024Nov 27, 2024
Andrew Blake SachaisBrandywine Oak Private Wealth LLC independent RIAWick Capital Partners, LLC independent RIARIA to RIAJan 12, 2022Feb 7, 2022
Carly Meyer BentleyM&T Securities, Inc. unclassifiedWick Capital Partners, LLC independent RIAOtherJun 9, 2021Apr 29, 2022 (324 d)
Saundra Jane Gibson GenoniOsaic Advisory Services, LLC BD affiliatedWick Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2020Mar 27, 2020
George Ronald ToulsonClearbridge Investments, LLC mixed wealthWick Capital Partners, LLC independent RIARIA to RIAJul 25, 2019Sep 24, 2019 (61 d)
Andrew Blake SachaisBryn Mawr Trust Advisors, LLC independent RIAWick Capital Partners, LLC independent RIARIA to RIAJul 2, 2019Jan 14, 2020 (196 d)
Matthew Jacob BarrEquitable Advisors, LLC national BDWick Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2019Apr 11, 2019
Christopher Joseph TopolewskiBryn Mawr Trust Advisors, LLC independent RIAWick Capital Partners, LLC no RAUMRIA to a newly registered adviserJan 2, 2019Dec 21, 2018
Mark William FeldserBryn Mawr Trust Advisors, LLC independent RIAWick Capital Partners, LLC independent RIARIA to RIAJan 2, 2019Jan 9, 2020 (372 d)
Joseph John DimaioBryn Mawr Trust Advisors, LLC independent RIAWick Capital Partners, LLC independent RIARIA to RIAJul 25, 2018Aug 2, 2023 (1834 d)
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12 moves match.