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 Alpha 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 |
|---|---|---|---|---|---|
| Akram Anouar Tadlaoui | Alpha Wealth Management, LLC other | Weisberg Capital Management state registered | Other | Feb 7, 2025 | Jan 22, 2025 |
| Justin Dale Young | Alpha Wealth Management, LLC other | Weisberg Capital Management state registered | Other | Feb 7, 2025 | Jan 22, 2025 |
| Maria Nancy Melecio | Alpha Wealth Management, LLC other | Desert Wealth Management LLC state registered | Other | Jun 19, 2018 | Jul 11, 2018 |
| James Paul Estes | Alpha Wealth Management, LLC other | Desert Wealth Management LLC state registered | Other | May 17, 2018 | May 22, 2018 |
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4 moves match.