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 Transform Wealth, 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
Robert Logan CampbellTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Michael Gary BallTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Gordan Craig PostTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Sandra Loraine KnechtTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Brian Lee JanesTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Nathan James KubikTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
David James KubikTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Jonathan Dawson AhaltTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
William David Van KeulenTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Clarissa Rugaber HobsonTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Amy Michele ZamikovskyTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Michael James MeadorTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Kenneth P TillmanTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Phillip WoodfordTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Yiwen ChenTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Thomas Jeffrey MaxfieldTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Craig Evans CarnickTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Richard Gordon LeaderTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Dylan John BurkeTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Sara Elizabeth KohrTransform Wealth, LLC independent RIASharkey Howes & Javer Inc independent RIARIA to RIAJun 17, 2024Oct 31, 2024 (136 d)
Austin J SeifertTransform Wealth, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 18, 2022Mar 25, 2022 (66 d)
Matthew Joseph WellsTransform Wealth, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2020Apr 15, 2021 (372 d)
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22 moves match.