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 Webull Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Edward Mcallister | Mtc Wealth Management asset manager | Webull Advisors LLC independent RIA | Other | Apr 7, 2026 | Apr 13, 2026 |
| Augusto Todeschini | Fisher Investments independent RIA | Webull Advisors LLC independent RIA | RIA to RIA | Oct 15, 2025 | Apr 22, 2026 (189 d) |
| John Rutledge | Fisher Investments independent RIA | Webull Advisors LLC independent RIA | RIA to RIA | Jul 18, 2025 | Apr 30, 2026 (286 d) |
| Kevin Max Hurley | Hedgeye Risk Management, LLC unclassified | Webull Advisors LLC independent RIA | Other | Mar 28, 2025 | Jan 26, 2026 (304 d) |
| Thomas John Lorenz | Vanderbilt Advisory Services BD affiliated | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2024 | Mar 12, 2026 (596 d) |
| Noah Jacob Bremer | Florida Financial Advisors, LLC BD affiliated | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2024 | Feb 9, 2026 (574 d) |
| Joseph Edward Sholler | UBS Financial Services Inc. wirehouse | Webull Advisors LLC independent RIA | Wirehouse to independent RIA | May 13, 2024 | Jan 7, 2026 (604 d) |
| Justin Louis Hyman | Ernst & Young Investment Advisers Llp no RAUM | Webull Advisors LLC independent RIA | Other | Apr 22, 2024 | Apr 23, 2026 (731 d) |
| Ryan Matthew Kennedy | Ernst & Young Investment Advisers Llp no RAUM | Webull Advisors LLC independent RIA | Other | Mar 6, 2024 | Mar 23, 2026 (747 d) |
| Matthew Peterson | Charles Schwab & Co., Inc. national BD | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 7, 2024 | Jan 5, 2026 (698 d) |
| Honey Tin Latt | Fidelity Personal And Workplace Advisors BD affiliated | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2023 | Mar 16, 2026 (1062 d) |
| Brendan Patrick Fuller | Charles Schwab & Co., Inc. national BD | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2019 | Apr 6, 2026 (2331 d) |
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12 moves match.