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 Post Oak Private 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 |
|---|---|---|---|---|---|
| Austin John Neddenriep | Post Oak Private Wealth Advisors independent RIA | Bayou Bridge Capital Advisors, LLC state registered | RIA to a state-registered adviser | Aug 1, 2022 | Aug 4, 2022 |
| Jaimin Michael Garabedian | Post Oak Private Wealth Advisors independent RIA | Assurance Wealth Management state registered | RIA to a state-registered adviser | Jan 11, 2019 | Jan 16, 2019 |
| Samir Sinha | Post Oak Private Wealth Advisors independent RIA | Stavis Wealth Transfer Solutions independent RIA | RIA to RIA | Mar 19, 2018 | Jun 3, 2025 (2633 d) |
| Colleen Ann Ziegler | Post Oak Private Wealth Advisors independent RIA | United Capital Financial Advisors other | Other | Apr 19, 2016 | May 2, 2016 |
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4 moves match.