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 Platte River Wealth Advisors, 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
Warren Patrick BakerPlatte River Wealth Advisors, LLC independent RIALido independent RIARIA to RIAFeb 6, 2025Dec 12, 2024
Jenny Marie DudreyPlatte River Wealth Advisors, LLC independent RIALido independent RIARIA to RIAFeb 6, 2025Dec 12, 2024
Tyler Richard OlsenPlatte River Wealth Advisors, LLC independent RIALido independent RIARIA to RIAFeb 6, 2025Dec 12, 2024
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3 moves match.