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 Lifewise Wealth Advisors
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 |
|---|---|---|---|---|---|
| John Ryan Kennedy | Cetera Investment Advisers LLC BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 27, 2026 | Jul 27, 2026 |
| Caleb Jonathan Smoes | Cetera Investment Advisers LLC BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 24, 2026 | Jul 27, 2026 |
| Andrew James Mcdowell | Cetera Investment Advisers LLC BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 24, 2026 | Jul 29, 2026 |
| John David Foley | Cetera Investment Advisers LLC BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 23, 2026 | Jul 27, 2026 |
| Daniel Joseph Witherspoon | Raymond James Financial Services Advisors, Inc BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 19, 2026 | Jul 27, 2026 (130 d) |
Page 1 of 1
5 moves match.