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 Sunrise 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
Timothy Michael WickeySunrise Advisors independent RIAFas Wealth Partners, Inc. independent RIARIA to RIAJun 30, 2020May 5, 2020
David William PerkySunrise Advisors independent RIAAvantax Planning Partners, Inc. otherOtherJun 24, 2020Feb 8, 2013
Samuel Robert ScottSunrise Advisors independent RIACreative Planning independent RIARIA to RIAApr 27, 2020Apr 28, 2020
David Thomas WalshSunrise Advisors independent RIACreative Planning independent RIARIA to RIAApr 27, 2020Apr 30, 2020
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4 moves match.