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 West Wealth Group, 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 |
|---|---|---|---|---|---|
| Eric Dana Mosser | LPL Financial LLC BD affiliated | West Wealth Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2026 | Jul 22, 2026 |
| Christopher Michael Wagner | Cutler Investment Group independent RIA | West Wealth Group, LLC independent RIA | RIA to RIA | May 13, 2026 | May 21, 2026 |
| Jose Soria | Hightower Advisors, LLC BD affiliated | West Wealth Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2025 | Jul 9, 2025 |
| Ryan Nguyen | J.P. Morgan Securities LLC wirehouse | West Wealth Group, LLC independent RIA | Wirehouse to independent RIA | May 30, 2025 | Jun 12, 2025 |
| David James Adams | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | West Wealth Group, LLC independent RIA | Wirehouse to independent RIA | Dec 6, 2024 | Aug 14, 2025 (251 d) |
| Michael Jason Torres | J.P. Morgan Securities LLC wirehouse | West Wealth Group, LLC independent RIA | Wirehouse to independent RIA | Apr 18, 2023 | Apr 26, 2023 |
| Kurtis Michael Desousa | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Jan 3, 2022 | Oct 29, 2021 |
| Michael Ray Clark | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 5, 2021 |
| Shane Patrick Brosnan | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 26, 2021 |
| Steven Tyler Mcbrayer | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Nov 3, 2021 |
| Brian M Levy | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 5, 2021 |
| Richard Barrett Mangus | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 26, 2021 |
| Rudy Dahbura | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 26, 2021 |
| Garrett Taylor Yack | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 26, 2021 |
| Anthony Joseph-Fahy Serrano | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Oct 26, 2021 |
| Lauren Vera Gershen | Cooper Mcmanus independent RIA | West Wealth Group, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Dec 15, 2021 |
Page 1 of 1
16 moves match.