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 Alaska 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.

AdvisorFromToTypeLeftRegistered
Stanislav MoiseevAlaska Wealth Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2025Sep 15, 2025
Marietta Obyrne HallAlaska Wealth Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 23, 2024Jun 3, 2024
Katelynn Anne TothAlaska Wealth Advisors independent RIAAvier Wealth Advisors independent RIARIA to RIAMay 23, 2024May 17, 2024
Wenwen DongAlaska Wealth Advisors independent RIAConfidence Wealth Management, Inc. independent RIARIA to RIANov 18, 2021Feb 25, 2022 (99 d)
Jasmine Reed GilpinAlaska Wealth Advisors independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2021Feb 3, 2023 (666 d)
Kailie Middleton AbascalAlaska Wealth Advisors independent RIAMiddleton & Company independent RIARIA to RIAMar 14, 2019Jan 12, 2018
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6 moves match.