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 Total Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Brian D. Muller | Total Wealth Advisors, LLC independent RIA | Xypn Sapphire independent RIA | RIA to RIA | Mar 9, 2024 | Feb 12, 2026 (705 d) |
| Anthony William Price | Total Wealth Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 2, 2024 | Jan 2, 2024 |
| Andreas James Scott | Total Wealth Advisors, LLC independent RIA | Carlson Capital Management, LLC other | Other | Sep 6, 2016 | Oct 14, 2016 (38 d) |
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3 moves match.