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 Treybourne Wealth Planners

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
Stephanie Lynn WillisonTreybourne Wealth Planners independent RIASavant Wealth Management independent RIARIA to RIADec 17, 2021Sep 16, 2021
Brian Thomas RykovichTreybourne Wealth Planners independent RIASavant Wealth Management independent RIARIA to RIADec 17, 2021Sep 16, 2021
Ying Ying HuangTreybourne Wealth Planners independent RIAThe Mather Group, LLC independent RIARIA to RIAAug 5, 2021Aug 9, 2021
Brent Eric PerryTreybourne Wealth Planners otherPiedmont Financial Advisors, LLC state registeredOtherJan 23, 2007Feb 13, 2007
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4 moves match.