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 Uhy Wealth Management Ria 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 |
|---|---|---|---|---|---|
| Ryan Andrew Howarth | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2026 | Apr 13, 2026 |
| Norbert Charles Martz | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2026 | Mar 16, 2026 |
| Trevor Douglas Cope | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2026 | Mar 16, 2026 |
| Lydia Teeple | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2026 | Mar 16, 2026 |
| Felicity Di Pisa | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2026 | Apr 20, 2026 |
| Amal Hagisufi | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2026 | Apr 20, 2026 |
| Shaun Edusada | LPL Enterprise, LLC BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2026 | Apr 20, 2026 |
| Daniel James Laginess | Corecap Advisors BD affiliated | Uhy Wealth Management Ria LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2025 | Dec 15, 2025 |
| Brian Mcdonald Megenity | Midsouth Capital, Inc. unclassified | Uhy Wealth Management Ria LLC mixed wealth | Other | Apr 25, 2011 | Jul 29, 2024 (4844 d) |
Page 1 of 1
9 moves match.