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 Logic 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hong Quoc Tran | Logic Wealth Management, LLC independent RIA | Origin Investment Advisory LLC no RAUM | Other | Dec 31, 2025 | Nov 2, 2021 |
| Dat Tan Nguyen | Logic Wealth Management, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2024 | Jan 22, 2025 (131 d) |
| Philip Benjamin Comer | Logic Wealth Management, LLC independent RIA | Global View Capital Management LLC independent RIA | RIA to RIA | Dec 1, 2020 | Jul 10, 2025 (1682 d) |
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3 moves match.