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 Generational 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Glen David Amason | Generational Wealth Advisors independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 15, 2025 |
| Paul Roos Streiber | Generational Wealth Advisors other | Prs Wealth Management state registered | Other | Oct 14, 2016 | Jul 17, 2018 (641 d) |
| Robert Scott Maxwell | Generational Wealth Advisors other | R. Scott Maxwell Financial unclassified | Other | Nov 18, 2014 | Dec 22, 2014 (34 d) |
| Brian K. Jones | Generational Wealth Advisors other | Avantax Advisory Services other | Other | Oct 27, 2014 | Oct 27, 2016 (731 d) |
| Gregory Max Schmitz | Generational Wealth Advisors other | Copiam Wealth Management, LLC state registered | Other | Oct 1, 2014 | Dec 5, 2014 (65 d) |
| Paul Roos Streiber | Generational Wealth Advisors other | Heritage Financial Planning other | Other | Aug 27, 2010 | Aug 31, 2010 |
| Sang Eckerle | Generational Wealth Advisors other | Citigroup Global Markets Inc. other | Other | Feb 26, 2007 | Jun 6, 2007 (100 d) |
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7 moves match.