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
Departures from Rgt 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 |
|---|---|---|---|---|---|
| Brent Wilson Little | Rgt Wealth Advisors independent RIA | Theory79 Wealth Design LLC state registered | RIA to a state-registered adviser | Nov 23, 2022 | Jul 9, 2026 (1324 d) |
| Hope Wimberly Robinson | Rgt Wealth Advisors independent RIA | Penn Davis Mcfarland Inc independent RIA | RIA to RIA | Aug 24, 2022 | Sep 28, 2022 (35 d) |
| Matthew Gerald Covelli | Rgt Wealth Advisors independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 10, 2022 | Nov 7, 2022 (89 d) |
| Molly Caroline Frost Laughter | Rgt Wealth Advisors independent RIA | Laughter Financial state registered | RIA to a state-registered adviser | Mar 4, 2019 | May 2, 2019 (59 d) |
| Frank Fitzgerald Fairbanks | Rgt Wealth Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Dec 4, 2018 | Mar 11, 2019 (97 d) |
| Tyler Gregory Beeson | Rgt Wealth Advisors other | Westshore Wealth other | Other | Nov 30, 2017 | Jan 2, 2018 (33 d) |
| Karina Brunson | Rgt Wealth Advisors other | Creative Planning independent RIA | Other | Jun 19, 2017 | Jul 31, 2018 (407 d) |
| Braden Ryan Cole | Rgt Wealth Advisors other | Crow Holdings Capital other | Other | Feb 17, 2017 | May 25, 2017 (97 d) |
| Ryan Byron Mcguire | Rgt Wealth Advisors other | Westshore Wealth independent RIA | Other | Aug 29, 2016 | Dec 18, 2018 (841 d) |
| Trevor Blake Bryant | Rgt Wealth Advisors other | Westshore Wealth other | Other | Jul 22, 2016 | Jun 3, 2016 |
| Ryan S Brizendine | Rgt Wealth Advisors other | Westshore Wealth other | Other | Jul 22, 2016 | Jun 2, 2016 |
| Trudy Turner | Rgt Wealth Advisors other | United Capital Financial Advisors other | Other | Aug 27, 2015 | Sep 8, 2015 |
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12 moves match.