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 Awh Financial, 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 |
|---|---|---|---|---|---|
| Federico Alberto Vielledent | Awh Financial, LLC no RAUM | Mexus Wealth Management state registered | Other | Apr 16, 2026 | Mar 28, 2025 |
| Jennifer Lynn Anderson | Awh Financial, LLC no RAUM | Equitable Advisors, LLC national BD | Other | Aug 18, 2025 | Aug 14, 2025 |
| Aaron Daniel Hunter | Awh Financial, LLC no RAUM | Ameritas Advisory Services, LLC BD affiliated | Other | Sep 27, 2024 | Aug 11, 2026 (683 d) |
| James Robert Potter | Awh Financial, LLC no RAUM | Brock Hill Private Advisors no RAUM | Other | Dec 14, 2023 | Jan 10, 2024 |
Page 1 of 1
4 moves match.