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 Rea Wealth Management
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 |
|---|---|---|---|---|---|
| Stephen Neil Frank | Rea Wealth Management independent RIA | Emvision Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Oct 2, 2024 | Sep 24, 2025 (357 d) |
| Robert J Swindaman | Rea Wealth Management independent RIA | Emvision Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Oct 2, 2024 | Sep 24, 2025 (357 d) |
| Jarrod Dean Hart | Rea Wealth Management independent RIA | Vantage Financial Partners, LLC independent RIA | RIA to RIA | Nov 18, 2022 | Jan 17, 2023 (60 d) |
| Jamie Paul Menges | Rea Wealth Management other | Pds Planning Inc other | Other | Feb 20, 2013 | Mar 6, 2013 |
| Ryan C Olds | Rea Wealth Management other | Securities America Advisors, Inc. other | Other | Dec 23, 2010 | Dec 21, 2010 |
| Gregory Rongone Robb | Rea Wealth Management other | Wells Fargo Advisors wirehouse | Other | Mar 16, 2005 | Sep 2, 2010 (1996 d) |
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6 moves match.