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 Harlow Wealth Management, Inc.

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
Roger Dale CrossHarlow Wealth Management, Inc. independent RIAGeneos Wealth Management, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 20, 2025Jul 31, 2025
Hillary Veronica ClarkeHarlow Wealth Management, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 1, 2022Apr 25, 2022 (55 d)
Zackery BarnettHarlow Wealth Management, Inc. independent RIAKeel Point, LLC independent RIARIA to RIAApr 12, 2021May 7, 2021
Sheri Marie SandersHarlow Wealth Management, Inc. independent RIAGreat Northern Asset Management, LLC independent RIARIA to RIADec 3, 2020Oct 9, 2023 (1040 d)
Tyler Joseph NagelHarlow Wealth Management, Inc. independent RIAPinnacle Wealth Advisors independent RIARIA to RIAFeb 19, 2016Dec 3, 2024 (3210 d)
Randy Earl GayHarlow Wealth Management, Inc. independent RIAPinnacle Wealth Advisors independent RIARIA to RIAFeb 1, 2016May 10, 2022 (2290 d)
Michael Patrick TownsendHarlow Wealth Management, Inc. independent RIAMp Townsend Financial state registeredRIA to a state-registered adviserJul 17, 2012Dec 18, 2024 (4537 d)
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7 moves match.