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 Rainsberger 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.

AdvisorFromToTypeLeftRegistered
Ellis Dwight RainsbergerRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 17, 2023
Erik James AspelinRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 16, 2023
Malinda Dawn SuttonRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 20, 2023
Brett Michael BrownfieldRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 16, 2023
David Joseph StockRainsberger Wealth Advisors otherAthenainvest Advisors LLC otherOtherNov 7, 2016Mar 24, 2014
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5 moves match.