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 Westpoint Wealth Management, 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
Andreas Constantine KoustisBeach Benefits Group unclassifiedWestpoint Wealth Management, LLC independent RIAOtherDec 31, 2025Sep 7, 2023
Nicholas BalanteEquitable Advisors, LLC national BDWestpoint Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Jul 18, 2023 (62 d)
Scott Chapman HannaCetera Advisor Networks LLC BD affiliatedWestpoint Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2021Mar 8, 2021
Timothy NoeAmeritas Advisory Services independent RIAWestpoint Wealth Management, LLC independent RIARIA to RIAJan 25, 2021Jan 22, 2021
Broc Jacob StradleySpc BD affiliatedWestpoint Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2020Nov 27, 2020
Terrence Jude HeilAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherNov 3, 2020Oct 14, 2020
Raymond Scott LoudenAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherNov 3, 2020Oct 14, 2020
Matthew D HeckAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherNov 3, 2020Oct 14, 2020
Joseph F RomitoAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherNov 3, 2020Oct 14, 2020
Curtis Wilcox LindsayAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherSep 10, 2020Oct 14, 2020 (34 d)
Frederick Joshua KeresturyAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherAug 18, 2020Oct 14, 2020 (57 d)
David Earl HerwerdenAmfg Wealth Management LLC state registeredWestpoint Wealth Management, LLC independent RIAOtherAug 17, 2020Oct 14, 2020 (58 d)
Connie Ann CostanzoEdward Jones national BDWestpoint Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Oct 14, 2020 (106 d)
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13 moves match.