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 Rw Investment Management 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 |
|---|---|---|---|---|---|
| Clayton Dehaas | Rw Investment Management LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 22, 2026 | Jun 15, 2026 (144 d) |
| Gavin Aldecoa Gamboa | Rw Investment Management LLC independent RIA | Fiduciary Financial Group, LLC independent RIA | RIA to RIA | Mar 10, 2025 | Mar 19, 2025 |
| Anthony Michael Higgins | Rw Investment Management LLC independent RIA | Clear Creek Financial Management, LLC independent RIA | RIA to RIA | Jan 16, 2025 | Jan 16, 2025 |
| Brandon Everett Jones | Rw Investment Management LLC independent RIA | Continuum Advisory, LLC independent RIA | RIA to RIA | Dec 12, 2024 | Jan 31, 2025 (50 d) |
| Derek Alexander Jones | Rw Investment Management LLC independent RIA | Scratch Capital independent RIA | RIA to RIA | Dec 12, 2024 | Jan 20, 2025 (39 d) |
| Timothy William Skinner | Rw Investment Management LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Dec 12, 2024 | Jan 7, 2025 |
| Naoko M Thigpen | Rw Investment Management LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | May 10, 2024 | May 20, 2024 |
| Andrew Michael Lunt | Rw Investment Management LLC independent RIA | Scratch Capital independent RIA | RIA to RIA | Feb 3, 2022 | Feb 16, 2022 |
| Christopher Joseph Moore | Rw Investment Management LLC independent RIA | Fiduciary Financial Group, LLC independent RIA | RIA to RIA | Sep 29, 2020 | Apr 5, 2021 (188 d) |
| Brooke Ann Ramstad | Rw Investment Management LLC independent RIA | Hendershott Wealth Management, LLC independent RIA | RIA to RIA | Dec 24, 2019 | Jan 22, 2024 (1490 d) |
| Amanda Leigh Writer | Rw Investment Management LLC independent RIA | Wood Tarver Financial independent RIA | RIA to RIA | Nov 14, 2019 | Feb 9, 2021 (453 d) |
| Benjamin Carl Warren | Rw Investment Management LLC independent RIA | Tumwater Wealth Management, LLC independent RIA | RIA to RIA | Jan 2, 2019 | Feb 26, 2019 (55 d) |
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12 moves match.