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 Brown Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Timothy Balfour Brown | Brown Wealth Management, LLC independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Dec 22, 2025 | Jun 23, 2025 |
| Polly Jo Hamm | Brown Wealth Management, LLC independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Dec 22, 2025 | Apr 1, 2025 |
| Michael Joel Urch | Brown Wealth Management, LLC independent RIA | 360 Financial independent RIA | RIA to RIA | May 11, 2023 | May 22, 2023 |
| Thomas Saunders | Brown Wealth Management, LLC independent RIA | Windsor Financial Group LLC other | Other | Jul 2, 2015 | Jun 23, 2015 |
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4 moves match.