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 Redwood 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
Shawn Michael MeadeRedwood Wealth Management, LLC independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIADec 31, 2021Jan 6, 2022
Melissa Kemper BeachRedwood Wealth Management, LLC independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIADec 31, 2021Jan 6, 2022
Lane Alex SteinbergerRedwood Wealth Management, LLC independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIADec 31, 2021Jan 6, 2022
Brian David HueyRedwood Wealth Management, LLC independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIADec 31, 2021Jan 6, 2022
Pierre Leon SoreeRedwood Wealth Management, LLC independent RIAMarietta Wealth Management, LLC independent RIARIA to RIANov 1, 2021Dec 2, 2021 (31 d)
Alicia SherRedwood Wealth Management, LLC independent RIABluerock Wealth Management, LLC no RAUMRIA to a newly registered adviserDec 31, 2019Jan 21, 2020
Rajen Kantilal ChokshiRedwood Wealth Management, LLC independent RIABluerock Wealth Management, LLC no RAUMRIA to a newly registered adviserDec 31, 2019Oct 3, 2019
Brian John McgillRedwood Wealth Management, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2019Jan 4, 2019
Ross Allen HughesRedwood Wealth Management, LLC independent RIACapital Endurance Group, Inc independent RIARIA to RIASep 21, 2018Aug 14, 2019 (327 d)
Sean Clark GrayRedwood Wealth Management, LLC otherMarathon Wealth Incorporated state registeredOtherJan 24, 2018Feb 26, 2018 (33 d)
Larren Craig OdomRedwood Wealth Management, LLC otherChastain Wealth Management independent RIAOtherDec 31, 2016Nov 14, 2016
Patrick Maher DaileyRedwood Wealth Management, LLC otherTailored Wealth Management unclassifiedOtherOct 31, 2014Mar 17, 2015 (137 d)
Erin Elizabeth MartinRedwood Wealth Management, LLC otherTailored Wealth Management unclassifiedOtherDec 31, 2011Jan 12, 2012
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13 moves match.