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 Wealth Analytics Partners, 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 |
|---|---|---|---|---|---|
| Peter Stuart Campbell | Wealth Analytics Partners, LLC independent RIA | Bull Oak Capital, LLC independent RIA | RIA to RIA | Feb 4, 2022 | Feb 10, 2022 |
| Alexander Joseph Garcia | Wealth Analytics Partners, LLC other | Dba Stone Wealth Management independent RIA | Other | Aug 17, 2017 | Jul 3, 2018 (320 d) |
| Francisco Xavier Maldonado | Wealth Analytics Partners, LLC other | Global Vantage Wealth Management state registered | Other | Aug 9, 2017 | Jan 1, 2026 (3067 d) |
| Jonathan Michael Luskin | Wealth Analytics Partners, LLC other | Source Financial Advisors, LLC other | Other | Feb 11, 2015 | Apr 30, 2015 (78 d) |
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4 moves match.