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 Wedmont Private Capital
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 |
|---|---|---|---|---|---|
| Clinton Daniel Mccalla | Meira Wealth independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | May 19, 2026 | May 4, 2026 |
| Robert Kubik | Strategic Advisers LLC national BD | Wedmont Private Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2026 | Mar 30, 2026 |
| Ryan Everett Graham | Altfest Personal Wealth Management independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | Oct 9, 2025 | Oct 29, 2025 |
| Daniel Earl Holdridge | Savant Wealth Management independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | Jun 2, 2025 | Jun 16, 2025 |
| Emmett Nathaniel Stewart | Facet independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | May 21, 2025 | Oct 9, 2025 (141 d) |
| Jeffrey Robert Snodgrass | Xypn Sapphire asset manager | Wedmont Private Capital independent RIA | Other | Mar 3, 2025 | Jan 30, 2026 (333 d) |
| Drew Brian Frank | Diversified Asset Management, Inc. independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | Jun 28, 2024 | Jun 16, 2025 (353 d) |
| Tyler Jones Miles | Keeney Financial Group Inc. independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | Dec 12, 2023 | Feb 22, 2024 (72 d) |
| John Edward Levangie | Darrow Wealth Management independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | May 27, 2022 | Jun 6, 2022 |
| Thomas Francis Ginty | Facet independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | May 25, 2021 | May 12, 2021 |
| James Luce Pelletier | UBS Financial Services Inc. wirehouse | Wedmont Private Capital independent RIA | Wirehouse to independent RIA | Jan 2, 2020 | Aug 18, 2020 (229 d) |
| Dominic Joseph Corabi | Credit Suisse Securities (USA) LLC other | Wedmont Private Capital independent RIA | Other | May 3, 2016 | Aug 18, 2020 (1568 d) |
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12 moves match.