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 Partnersinwealth, Inc

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
Jeffrey Earl RileyPartnersinwealth, Inc independent RIAThe Mather Group, LLC independent RIARIA to RIASep 8, 2020Sep 14, 2020
Nathan LukePartnersinwealth, Inc independent RIAThe Mather Group, LLC independent RIARIA to RIASep 8, 2020Sep 14, 2020
Aurora Margarita BarcenasPartnersinwealth, Inc independent RIAInvestec Wealth Strategies independent RIARIA to RIAFeb 5, 2020Feb 12, 2020
Morgan GricePartnersinwealth, Inc otherStrategic Advisers LLC national BDOtherMar 23, 2017May 16, 2017 (54 d)
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4 moves match.