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 True Wealth Design, 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.

AdvisorFromToTypeLeftRegistered
William Campbell FerberTrue Wealth Design, LLC independent RIALanding Point Financial Group independent RIARIA to RIAJan 6, 2025Jan 9, 2025
Ronald Paul WyattTrue Wealth Design, LLC independent RIAWyze Wealth Advisors, LLC independent RIARIA to RIASep 30, 2024Jul 19, 2024
Nicholas LewandowskiTrue Wealth Design, LLC independent RIAWyze Wealth Advisors, LLC independent RIARIA to RIAAug 23, 2024Sep 18, 2024
Ryan Andrew WyattTrue Wealth Design, LLC independent RIAWyze Wealth Advisors, LLC independent RIARIA to RIAAug 23, 2024Sep 18, 2024
Marissa Grace BeyerTrue Wealth Design, LLC independent RIAFidato Wealth LLC independent RIARIA to RIAAug 14, 2020Sep 3, 2020
Richard Robert EicheldingerTrue Wealth Design, LLC independent RIAAffinity Wealth LLC independent RIARIA to RIAMay 16, 2019May 21, 2019
Jon David HeddlesonTrue Wealth Design, LLC independent RIALifemark Securities Corp. otherOtherApr 19, 2013Oct 15, 2013 (179 d)
Mark Thomas KollarTrue Wealth Design, LLC independent RIAStonex Advisors Inc. otherOtherSep 22, 2010Feb 23, 2017 (2346 d)
Page 1 of 1
8 moves match.