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 Re-Envision Wealth
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 |
|---|---|---|---|---|---|
| Anna Clarette N'Jie-Konte | Re-Envision Wealth independent RIA | Poder Wealth Advisors state registered | RIA to a state-registered adviser | Jul 23, 2024 | Mar 20, 2025 (240 d) |
| Brian Mckinney | Re-Envision Wealth independent RIA | Smart Money Group, LLC independent RIA | RIA to RIA | Jul 30, 2022 | Jun 19, 2020 |
| Janine Sam | Re-Envision Wealth independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 27, 2020 | Mar 1, 2023 (824 d) |
| James Chigungu Mwombela | Re-Envision Wealth independent RIA | Northavenue LLC independent RIA | RIA to RIA | Sep 14, 2020 | Sep 30, 2020 |
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4 moves match.