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 Wr Wealth Planners 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 |
|---|---|---|---|---|---|
| Joni Rametta | Wealth Planning And Design LLC no RAUM | Wr Wealth Planners LLC independent RIA | Other | Jun 21, 2024 | Apr 27, 2023 |
| Jeffrey William Speers | Wealth Planning And Design LLC independent RIA | Wr Wealth Planners LLC independent RIA | RIA to RIA | May 22, 2023 | Apr 12, 2023 |
| Gina Marie Tedesco | Equitable Advisors, LLC national BD | Wr Wealth Planners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2023 | May 2, 2023 |
| Jeffrey Joe Kaufman | Concorde Asset Management, LLC BD affiliated | Wr Wealth Planners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2021 | Jan 4, 2021 |
| Jason Anthony Kemble | Concorde Asset Management, LLC BD affiliated | Wr Wealth Planners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Jan 4, 2021 |
| Cooper J Kaufman | Concorde Asset Management, LLC BD affiliated | Wr Wealth Planners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Jan 4, 2021 |
| Carroll Wayne Wilkerson | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Jared Wayne Reynolds | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 5, 2020 |
| Benjamin John Dierkes | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Daniel Paul Kellar | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Thomas Paden Squires | Cetera Investment Advisers LLC other | Wr Wealth Planners LLC independent RIA | Other | Jun 15, 2016 | Aug 23, 2023 (2625 d) |
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11 moves match.