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 Golden Wealth Management

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
Patrick Charles GoldenGolden Wealth Management independent RIAFarther independent RIARIA to RIAMar 27, 2026Mar 26, 2026
Joseph Francis CurtinGolden Wealth Management independent RIAFarther independent RIARIA to RIAMar 27, 2026Mar 25, 2026
Corey Charles GoldenGolden Wealth Management independent RIAFarther independent RIARIA to RIAMar 27, 2026Mar 26, 2026
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3 moves match.