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 Tw 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
Stephen Andrew WenstrupTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
James Gerard TillarTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
Patricia Ann KuharTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
Patrick James RiceTw Advisors otherMainstay Capital Management, LLC independent RIAOtherJun 2, 2005Jan 8, 2025 (7160 d)
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4 moves match.