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 Wellth Advisory Services, 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
Jennifer Anne GageGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 2, 2026
Jeffrey David EismanVivaldi Capital Management LP independent RIAWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 15, 2026
Christina Marie GageGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 2, 2026
Gregory Andrew KoehlerCetera Investment Advisers LLC BD affiliatedWellth Advisory Services, LLC institutionalOtherDec 23, 2025Dec 11, 2025
Blake Alexander MorletInvicta Financial Group independent RIAWellth Advisory Services, LLC institutionalOtherNov 17, 2025Nov 5, 2025
Fue YangEquitable Advisors, LLC national BDWellth Advisory Services, LLC institutionalOtherOct 30, 2025Nov 3, 2025
Regina L LewisCaptrust institutionalWellth Advisory Services, LLC institutionalOtherJul 10, 2025Oct 1, 2025 (83 d)
Francis Martin GillisDynamic independent RIAWellth Advisory Services, LLC otherOtherFeb 18, 2025Feb 14, 2025
Lucas GillisDynamic independent RIAWellth Advisory Services, LLC otherOtherFeb 18, 2025Feb 14, 2025
Daniel Antonio TorresGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC otherOtherJan 9, 2025Dec 6, 2024
Joseph Patrick KerriganGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC otherOtherJan 9, 2025Dec 13, 2024
Utkarsha BanerjeeAlera Investment Advisors, LLC mixed wealthWellth Advisory Services, LLC otherOtherAug 30, 2024Jan 6, 2025 (129 d)
Thomas Alfred SawyerPeople'S United Advisors, Inc. mixed wealthWellth Advisory Services, LLC otherOtherDec 31, 2022Mar 27, 2025 (817 d)
Christina Anne TunisonKrpg Advisors, LLC unclassifiedWellth Advisory Services, LLC institutionalOtherJul 17, 2019Jul 16, 2025 (2191 d)
Edward Myles LynchP.L.A.N. unclassifiedWellth Advisory Services, LLC institutionalOtherDec 2, 2010Oct 15, 2025 (5431 d)
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15 moves match.