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 Vincere Wealth Management, 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
Peter Timothy UihleinVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Travis Wells BuckVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Renee Elisabeth MarinezVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Ryan David KoopmansVincere Wealth Management, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIADec 31, 2024May 13, 2024
Jennifer Ashley SwindlerVincere Wealth Management, LLC independent RIAMoney Illustrated Advisory Services state registeredRIA to a state-registered adviserMay 13, 2024Sep 16, 2024 (126 d)
Meredith Bailey JonesVincere Wealth Management, LLC independent RIASlp Wealth no RAUMRIA to a newly registered adviserJul 25, 2023Aug 7, 2023
Richard CookeVincere Wealth Management, LLC independent RIA2point0 Financial unclassifiedOtherDec 2, 2021Nov 22, 2021
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7 moves match.