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 Dent Wealth Advisors
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 |
|---|---|---|---|---|---|
| Fred Columbus Dent | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| Angel Stewart | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| Lyndon Paul Jude Wilbert | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| David Thomas Summers | Dent Wealth Advisors independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2025 | Aug 5, 2025 (118 d) |
| Zaheer Poptani | Dent Wealth Advisors independent RIA | Asempa Wealth Advisors no RAUM | RIA to a newly registered adviser | Oct 10, 2023 | Nov 9, 2023 |
| Mawuena Kwame Takyi | Dent Wealth Advisors independent RIA | Asempa Wealth Advisors no RAUM | RIA to a newly registered adviser | Oct 10, 2023 | Nov 9, 2023 |
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6 moves match.