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 Guidant Wealth 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
Klaudia Katarzyna DettloffGuidant Wealth Advisors independent RIAEp Wealth Advisors independent RIARIA to RIADec 18, 2019Jan 17, 2020
Frank Thomas PatzkeGuidant Wealth Advisors independent RIAEp Wealth Advisors independent RIARIA to RIADec 18, 2019Jan 15, 2020
Kirk Robert HackbarthGuidant Wealth Advisors independent RIAStrategic Wealth Partners independent RIARIA to RIAJul 15, 2019Jul 5, 2019
Daniel Michael SavasGuidant Wealth Advisors otherRaymond James Financial Services Advisors, Inc otherOtherOct 28, 2004Jan 2, 2009 (1527 d)
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4 moves match.