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 Colwyn Investments Lc
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 |
|---|---|---|---|---|---|
| Todd William Sirrine | Colwyn Investments Lc state registered | Aspen Ridge Wealth Management, LLC state registered | Other | Jan 8, 2025 | Jan 9, 2025 |
| Jacob Jeff Oyler | Colwyn Investments Lc state registered | Aspen Ridge Wealth Management, LLC state registered | Other | Jan 8, 2025 | Jan 9, 2025 |
| Rocky John Pratt | Colwyn Investments Lc state registered | Onedigital institutional | Other | May 31, 2022 | May 31, 2022 |
| Adam Robert Cook | Colwyn Investments Lc state registered | Everspire independent RIA | Other | Jul 16, 2021 | Jul 6, 2021 |
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4 moves match.