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.
Feed of 09/14/2026
At current firm
2 y
since May 9, 2024
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Magnolia Wealth state registered currentsince May 9, 2024 · Spring, Tx
- Teamwork Financial Advisors, LLC independent RIAMay 15, 2020 to Jun 5, 2024 · San Antonio, Tx
- Intrua Financial independent RIAMar 2, 2017 to May 15, 2020 · Houston, Tx
- First Command Advisory Services BD affiliatedDec 15, 2015 to Mar 3, 2017 · Fort Worth, Tx
- First Command Financial Planning, Inc. formerJan 10, 2013 to Dec 15, 2015 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Teamwork Financial Advisors, LLC to Magnolia Wealthleft Jun 5, 2024, registered May 9, 2024 (-27 days) · RIA to a state-registered adviser
- Intrua Financial to Teamwork Financial Advisors, LLCleft May 15, 2020, registered May 15, 2020 (0 days) · RIA to RIA · moved with a team
- First Command Advisory Services to Intrua Financialleft Mar 3, 2017, registered Mar 2, 2017 (-1 days) · Other · moved with a team
- First Command Financial Planning, Inc. to First Command Advisory Servicesleft Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move
Signals
- Andrew James Huber left Teamwork Financial Advisors, Llc for Magnolia Wealth (registered 2024-05-09)Jun 5, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address