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 Tanglewood Legacy Advisors, 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 |
|---|---|---|---|---|---|
| Matthew Douglas Berti | Tanglewood Legacy Advisors, LLC independent RIA | Rhp Wealth Management independent RIA | RIA to RIA | Dec 6, 2023 | Dec 8, 2023 |
| Shannon Jon Pike | Tanglewood Legacy Advisors, LLC independent RIA | Kassouf Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 3, 2022 | Nov 28, 2022 |
Page 1 of 1
2 moves match.