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 Ropes 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 |
|---|---|---|---|---|---|
| Francis John Sennott | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Michelle Ann Knight | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 14, 2023 |
| Shruti Bansal | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Jennifer K Loveless | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Joseph Edmund Powers | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Winfield Craven Grimm | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Michael James Stevens | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Terrence Callahan Tedeschi | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Daniel Luiz Almeida | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 13, 2023 |
| Sean Clifford Turner | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Blake Mackay Russell | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
Page 1 of 1
11 moves match.