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 Redw Wealth LLC
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 |
|---|---|---|---|---|---|
| Paul Luis Madrid | Redw Wealth LLC independent RIA | Redw Stanley Wealth Advisors, LLC other | Other | Sep 16, 2024 | Oct 22, 2015 |
| Daniel Andrew Yu | Redw Wealth LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Aug 27, 2024 | Sep 5, 2024 |
| Ross Nettles | Redw Wealth LLC independent RIA | Madrid Wealth Management independent RIA | RIA to RIA | Aug 23, 2024 | Aug 5, 2025 (347 d) |
| Christine Papelian | Redw Wealth LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2024 | Sep 27, 2024 (36 d) |
| Bernadine Marie Sanchez | Redw Wealth LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 2, 2024 | Nov 21, 2024 (233 d) |
| Reese Edward Hinton | Redw Wealth LLC independent RIA | Integrated Wealth LLC unclassified | Other | Oct 2, 2023 | Jun 26, 2024 (268 d) |
| Jonathon James Matson | Redw Wealth LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jun 15, 2022 | Aug 22, 2022 (68 d) |
| Melissa Nunez | Redw Wealth LLC independent RIA | Redw Stanley Wealth Advisors, LLC other | Other | Apr 10, 2018 | Oct 22, 2015 |
| Clarence Michael Hughes | Redw Wealth LLC other | UBS Financial Services Inc. wirehouse | Other | Aug 19, 2016 | Dec 9, 2019 (1207 d) |
| Jude Vincent Gleason | Redw Wealth LLC other | Bok Financial Advisors other | Other | Aug 13, 2015 | Aug 31, 2015 |
| Lisa Dyanne Obeji | Redw Wealth LLC other | Morgan Stanley wirehouse | Other | Aug 20, 2013 | May 6, 2014 (259 d) |
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11 moves match.