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 True Private 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 |
|---|---|---|---|---|---|
| Allie Grace Amerson | True Private Wealth Advisors, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | May 7, 2026 | Jun 15, 2026 (39 d) |
| Scott Everett Sanders | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jan 17, 2025 (191 d) |
| Jesse Carl Coffee | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC no RAUM | RIA to a newly registered adviser | Jul 10, 2024 | Jun 17, 2024 |
| Teresa Lynn Hughes | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jan 1, 2025 (175 d) |
| Joseph Edward Opsahl | True Private Wealth Advisors, LLC independent RIA | Defined Wealth Management, LLC independent RIA | RIA to RIA | Apr 1, 2020 | Nov 2, 2020 (215 d) |
| Jason Alexander Bratt | True Private Wealth Advisors, LLC independent RIA | Nbc Capital Advisors no RAUM | RIA to a newly registered adviser | Apr 1, 2020 | Feb 12, 2020 |
| David Kenneth Nanson | True Private Wealth Advisors, LLC independent RIA | Nbc Capital Advisors no RAUM | RIA to a newly registered adviser | Apr 1, 2020 | Feb 12, 2020 |
| Ashley Nichole Colvin | True Private Wealth Advisors, LLC independent RIA | Nbc Capital Advisors no RAUM | RIA to a newly registered adviser | Apr 1, 2020 | Feb 12, 2020 |
| Christopher A Hatfield | True Private Wealth Advisors, LLC independent RIA | Defined Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Apr 1, 2020 | Feb 12, 2020 |
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9 moves match.