DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Whealth Advisors
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 |
|---|---|---|---|---|---|
| John A Munley | Blue Blaze Financial Advisors, LLC independent RIA | Whealth Advisors state registered | RIA to a state-registered adviser | May 17, 2019 | Jul 18, 2019 (62 d) |
| Dennis Delaney Mcnamara | Lighthouse Financial Advisors, Inc. independent RIA | Whealth Advisors state registered | RIA to a state-registered adviser | May 10, 2019 | Jul 18, 2019 (69 d) |
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2 moves match.