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 Desmond 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.

AdvisorFromToTypeLeftRegistered
Gregory Mayhew DesmondDesmond Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIAJun 12, 2026May 5, 2026
Mitchell Littlejohn StruthersDesmond Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIAJun 12, 2026May 1, 2026
Angie Marie GraingerDesmond Wealth Management, Inc. independent RIABlack Belt Financial And Insurance Services, Inc. unclassifiedOtherNov 14, 2014Sep 5, 2014
Angie Marie GraingerDesmond Wealth Management, Inc. independent RIAParaklete Financial, Inc. state registeredRIA to a state-registered adviserJun 12, 2012Jun 21, 2012
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4 moves match.