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 Cassaday & Company, Inc.
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 |
|---|---|---|---|---|---|
| Alexander Max Kuczera | The Baldwin Group Wealth Advisors, LLC other | Cassaday & Company, Inc. independent RIA | Other | Jun 23, 2026 | Jul 7, 2026 |
| Jack Tanner Wrenn | Cary Street Partners BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2026 | Apr 6, 2026 |
| Alex Vazquez | Centurion Wealth Management independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Apr 8, 2026 |
| Troy Chaplin | Cetera Investment Advisers LLC BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2025 | Feb 9, 2026 (53 d) |
| Joshua David Lipscomb | Cw Advisors, LLC independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | Jun 6, 2025 | Aug 19, 2025 (74 d) |
| Ryan Andrew Branch | Goldman Sachs Wealth Services, L.P. BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | Mar 25, 2025 |
| Karen Nicole Blair | Osaic Wealth, Inc. BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Jul 5, 2023 |
| William Alexander Moir | Osaic Wealth, Inc. BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2024 | Jul 2, 2024 |
| Victoria Freeman | Motley Fool Wealth Management, LLC independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | Apr 4, 2024 | May 2, 2024 |
| Janet L Howard | The Burney Company independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | May 17, 2023 | Feb 14, 2024 (273 d) |
| Bianca Sophie San | Amj Financial Wealth Management LLC independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | Feb 10, 2023 | Jul 17, 2023 (157 d) |
| Rahim Amir Muhammad | J.P. Morgan Securities LLC wirehouse | Cassaday & Company, Inc. independent RIA | Wirehouse to independent RIA | Sep 2, 2022 | Sep 8, 2025 (1102 d) |
| Alexander George Cordoba | Pruco Securities, LLC BD affiliated | Cassaday & Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2022 | Feb 26, 2026 (1456 d) |
| Sarah Mouser | Savant Wealth Management other | Cassaday & Company, Inc. independent RIA | Other | Jul 11, 2014 | Jun 23, 2023 (3269 d) |
| Carmen Ioana Bississo | MML Investors Services, LLC other | Cassaday & Company, Inc. independent RIA | Other | Mar 4, 2008 | May 16, 2024 (5917 d) |
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15 moves match.