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 Burton Enright Welch
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 |
|---|---|---|---|---|---|
| Thomas Darcy Owens | Burton Enright Welch independent RIA | Roof Eidam Maycock Peralta LLC independent RIA | RIA to RIA | Mar 7, 2025 | Apr 2, 2025 |
| Marisa Anne Heiden | Burton Enright Welch independent RIA | Mission Creek Capital Partners, Inc. independent RIA | RIA to RIA | Jan 31, 2024 | Jun 12, 2024 (133 d) |
| Jake Ryan Moller | Burton Enright Welch independent RIA | Tfo Family Office Partners independent RIA | RIA to RIA | Jul 19, 2021 | Aug 31, 2021 (43 d) |
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3 moves match.