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 Urban Wealth Management Or Uwm
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 |
|---|---|---|---|---|---|
| Erin Mackenzie Ragsdale | Urban Wealth Management Or Uwm independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Dec 19, 2025 | Jun 23, 2026 (186 d) |
| Melanie Denise Perry | Urban Wealth Management Or Uwm independent RIA | Sustainable Wealth Advisory Group state registered | RIA to a state-registered adviser | Oct 3, 2025 | Oct 13, 2025 |
| Roxana E Solorzano | Urban Wealth Management Or Uwm independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 6, 2024 | May 31, 2024 |
| Millu Chang Ramirez | Urban Wealth Management Or Uwm independent RIA | Highline Wealth Partners independent RIA | RIA to RIA | Jul 26, 2023 | Jul 20, 2023 |
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4 moves match.