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 Legacy Capital Wealth Partners, 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
John David SideryLegacy Capital Wealth Partners, LLC independent RIAUptick Partners, LLC independent RIARIA to RIAMar 10, 2025Feb 20, 2025
James Warren GentryLegacy Capital Wealth Partners, LLC independent RIARetirepath Wealth, LLC state registeredRIA to a state-registered adviserFeb 26, 2024Jan 2, 2025 (311 d)
Joshua Enrique DanforthLegacy Capital Wealth Partners, LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAFeb 24, 2021Jul 23, 2021 (149 d)
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3 moves match.