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 Powell 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Madison Alayna Dunn | Powell Wealth independent RIA | Transamerica Retirement Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 27, 2025 | Mar 4, 2026 (128 d) |
| Patrick Barry | Powell Wealth independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Dec 5, 2019 | Sep 1, 2026 (2462 d) |
| Jonathan Ament | Powell Wealth other | LPL Financial LLC independent RIA | Other | Oct 26, 2017 | Nov 15, 2017 |
| David Bilbe Miller | Powell Wealth other | M Holdings Securities, Inc. other | Other | Jan 25, 2016 | Jan 7, 2016 |
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4 moves match.