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 Truewealth 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.

AdvisorFromToTypeLeftRegistered
Terry Jay MontanoTruewealth Management independent RIACapital Directions LLC independent RIARIA to RIANov 13, 2020Mar 23, 2021 (130 d)
James Wallace HeardTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 22, 2020
John Franklin EdgarTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Mar 22, 2021 (165 d)
Robin Cochrane YacovettaTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Jan 6, 2021 (90 d)
Stacy M LewisTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 29, 2020
Roger Glenn WardTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 28, 2020
Amy Farel MerrillTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 29, 2020
Kristin Margaret PughTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 28, 2020
Jennifer Elaine BirchettTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 30, 2020
Leslie Adams BlanchardTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 29, 2020
Chelsea Marie NalleyTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 29, 2020
Marjorie Uys EdenfieldTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 14, 2020
Dylan Stone GreerTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 16, 2020
Ashley Renee BarbaTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 29, 2020
Kwasi Boahen MaafohTruewealth Management independent RIACreative Planning independent RIARIA to RIAOct 8, 2020Oct 16, 2020
Branch Patrick LawsonTruewealth Management independent RIAMariner Independent no RAUMOtherAug 27, 2020Sep 4, 2020
Grover Wade BuffingtonTruewealth Management independent RIABuckhead Capital Management, LLC otherOtherAug 20, 2020Jul 9, 2021 (323 d)
Contey Fulinia SmithTruewealth Management independent RIAElwood & Goetz independent RIARIA to RIAJun 17, 2020Aug 19, 2021 (428 d)
Daan Sebastian MutsaersTruewealth Management independent RIABluerock Wealth Management, LLC independent RIARIA to RIAMay 18, 2020Jun 22, 2020 (35 d)
Madeline McivorTruewealth Management otherCahaba Wealth Management, Inc. otherOtherOct 11, 2017Nov 9, 2017
Joseph Brett RichardsTruewealth Management otherInvestperity, LLC unclassifiedOtherApr 23, 2013Apr 6, 2017 (1444 d)
Patrick Maher DaileyTruewealth Management otherRedwood Wealth Management, LLC otherOtherNov 28, 2011Dec 7, 2011
Laura Hamilton NascaTruewealth Management otherModera Wealth Management, LLC independent RIAOtherAug 31, 2009Aug 4, 2026 (6182 d)
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23 moves match.