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 Diversify Wealth Management 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
Timothy Kirkpatrick WhippleDiversify Wealth Management LLC independent RIADiversify Wealth Management, Inc. unclassifiedOtherJul 17, 2024Oct 13, 2014
James E SpainhowerDiversify Wealth Management LLC independent RIADiversify Wealth Management, Inc. unclassifiedOtherJul 17, 2024Nov 5, 2014
Bryant ArmstrongDiversify Wealth Management LLC independent RIADiversify Wealth Management, LLC independent RIARIA to RIAJul 17, 2024Feb 5, 2024
Scott Matthew CarlsonDiversify Wealth Management LLC independent RIADiversify Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2024Feb 5, 2024
Kelby McmullinDiversify Wealth Management LLC independent RIADiversify Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2024Feb 5, 2024
Levi Travis PortDiversify Wealth Management LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 9, 2024Feb 12, 2024
Cole D Tyler EinersonDiversify Wealth Management LLC independent RIADiversify Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 14, 2023Sep 6, 2023 (145 d)
Derek Ezra TanuvasaDiversify Wealth Management LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 14, 2022Mar 25, 2022 (70 d)
Nicholas Brian SteckleinDiversify Wealth Management LLC independent RIANorth Capital independent RIARIA to RIAJul 16, 2021Jul 13, 2021
Russell Boyd ButlerDiversify Wealth Management LLC otherDiversify Wealth Management, Inc. unclassifiedOtherDec 31, 2015Apr 8, 2014
Daniel James LukeDiversify Wealth Management LLC otherDiversify Wealth Management, Inc. unclassifiedOtherOct 6, 2014Dec 20, 2013
Ryan Omer SmithDiversify Wealth Management LLC otherDiversify Wealth Management, Inc. unclassifiedOtherOct 6, 2014Dec 20, 2013
Christopher Lynn CookDiversify Wealth Management LLC otherDiversify Wealth Management, Inc. unclassifiedOtherMar 17, 2014Mar 18, 2014
Jeffrey Paul ElliottDiversify Wealth Management LLC otherDiversify Wealth Management, Inc. unclassifiedOtherMar 17, 2014Mar 18, 2014
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14 moves match.