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 Truenorth Wealth

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
Jacob Ryan ShiffrinTruenorth Wealth independent RIACentura Wealth Advisory independent RIARIA to RIAApr 25, 2025Nov 1, 2024
Adam Michael HaynesTruenorth Wealth independent RIAAlbion Financial Group independent RIARIA to RIAFeb 24, 2022Mar 30, 2023 (399 d)
Brett David WestonTruenorth Wealth independent RIAClarity Financial Planners otherOtherNov 8, 2021Nov 8, 2021
Anders Johnson SkagerbergTruenorth Wealth independent RIADew Wealth Management independent RIARIA to RIADec 31, 2019Nov 19, 2023 (1419 d)
Stephen Andrew FoxTruenorth Wealth independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 1, 2019Nov 29, 2024 (2069 d)
Trent L. SearleTruenorth Wealth otherPhysician Wealth Advisors, Inc. otherOtherMar 31, 2017Apr 14, 2017
James Bryan WashburnTruenorth Wealth otherLPL Financial LLC otherOtherJun 30, 2016Jul 19, 2016
William Bruce MillerTruenorth Wealth otherArista Wealth Management, LLC otherOtherJan 19, 2016Dec 17, 2015
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8 moves match.