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 Resolute Wealth Advisor, Inc.

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
Beau Tyler BryantResolute Wealth Advisor, Inc. independent RIASound Financial Investment Management, LLC state registeredRIA to a state-registered adviserFeb 9, 2026Jun 22, 2026 (133 d)
Erin Nicole ZylkaResolute Wealth Advisor, Inc. independent RIAMariner Independent independent RIARIA to RIAJun 10, 2021Jun 3, 2021
Beau Tyler BryantResolute Wealth Advisor, Inc. independent RIAWealthcent Financial Planning unclassifiedOtherSep 30, 2020Nov 2, 2020 (33 d)
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3 moves match.