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 Dst 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Christian Gabrielsen | Dst Wealth Management LLC independent RIA | Compass Financial Management LLC independent RIA | RIA to RIA | Apr 10, 2025 | Apr 4, 2025 |
| Gregory John Richards | Dst Wealth Management LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Aug 3, 2023 |
| Kyle Rodgers | Dst Wealth Management LLC independent RIA | Kingswood Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 25, 2022 | Nov 8, 2022 |
| Richard S Rodgers | Dst Wealth Management LLC independent RIA | Kingswood Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 21, 2022 | Nov 10, 2022 |
Page 1 of 1
4 moves match.