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 Tci Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Shawn Anthony BestTci Wealth Advisors, Inc. independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAOct 2, 2023Sep 28, 2023
Adam HicksTci Wealth Advisors, Inc. independent RIAFulcrum Capital, LLC independent RIARIA to RIAApr 14, 2022May 5, 2022
David A. NiichelTci Wealth Advisors, Inc. independent RIAIronwood Financial, LLC independent RIARIA to RIADec 11, 2020Dec 10, 2020
Marc CampbellTci Wealth Advisors, Inc. independent RIAFive Oceans Advisors no RAUMRIA to a newly registered adviserJun 24, 2020Apr 23, 2020
Scott Schmidt BennettTci Wealth Advisors, Inc. independent RIATci Foundation Inc. no RAUMOtherFeb 27, 2020Jun 14, 2018
Chad William LawyerTci Wealth Advisors, Inc. independent RIALife Strategy Partners unclassifiedOtherOct 11, 2019Jun 23, 2020 (256 d)
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6 moves match.