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 Veripax Wealth Management, Inc.

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
Brian C WellsVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 23, 2025
Jerry Arnold VerseputVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 23, 2025
Tyler NguyenVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 18, 2025
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3 moves match.