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 Titus Wealth Management

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
M. Scot LanceTitus Wealth Management independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Aug 3, 2022
Eric Maynard AanesTitus Wealth Management independent RIAAssociated Planners Investment Advisory Inc unclassifiedOtherSep 1, 2022Oct 3, 2007
Derek GreenTitus Wealth Management independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Aug 4, 2022
Jeff David WeberTitus Wealth Management independent RIAThe Wealth Consulting Group independent RIARIA to RIASep 1, 2022Jul 29, 2022
David Lee ElseTitus Wealth Management independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Aug 3, 2022
Austin KrewsonTitus Wealth Management independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Aug 4, 2022
Lauren Ann PattersonTitus Wealth Management otherPolaris Wealth Advisory Group otherOtherJan 15, 2016Mar 3, 2016 (48 d)
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7 moves match.