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 Redwood Wealth Management Group, 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.

AdvisorFromToTypeLeftRegistered
Samuel Clay BridgersRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Apr 30, 2026
Michael David YoungRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Apr 30, 2026
William Sapp MerrikenRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Jun 23, 2026 (41 d)
Joshua WoodfordRedwood Wealth Management Group, LLC independent RIAAmerican Portfolios Advisors, Inc independent RIARIA to RIAOct 30, 2020Aug 13, 2020
Ann Schnorr MonaghanRedwood Wealth Management Group, LLC independent RIAGlen Eagle Advisors, LLC independent RIARIA to RIAApr 23, 2020May 8, 2020
Vaughn Raye SchillRedwood Wealth Management Group, LLC independent RIAHyperion Partners, LLC no RAUMRIA to a newly registered adviserNov 30, 2018Oct 23, 2018
Jeffrey Allen LeberRedwood Wealth Management Group, LLC independent RIAHyperion Partners, LLC no RAUMRIA to a newly registered adviserNov 30, 2018Oct 22, 2018
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7 moves match.