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 Counsel Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Allen Vasterling | Counsel Wealth Management, Inc. independent RIA | Larson Wealth Partners no RAUM | RIA to a newly registered adviser | Sep 1, 2020 | Aug 4, 2020 |
| Mitchell Alan Wood | Counsel Wealth Management, Inc. independent RIA | Larson Wealth Partners no RAUM | RIA to a newly registered adviser | Sep 1, 2020 | Nov 6, 2020 (66 d) |
| Jan Martha Barnes | Counsel Wealth Management, Inc. independent RIA | Larson Wealth Partners no RAUM | RIA to a newly registered adviser | Sep 1, 2020 | Jul 23, 2020 |
| Tami Heuring | Counsel Wealth Management, Inc. other | Wealth Enhancement Advisory Services, LLC other | Other | May 31, 2016 | Aug 29, 2017 (455 d) |
| Kevin M Distad | Counsel Wealth Management, Inc. other | Nepsis, Inc. other | Other | Jul 22, 2015 | Jul 13, 2015 |
| Benjamin Lee Wacek | Counsel Wealth Management, Inc. other | Guide Financial Planning state registered | Other | Aug 7, 2014 | Aug 22, 2016 (746 d) |
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6 moves match.