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 Austin Private Wealth, 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
Kenneth Paul DalyAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Dan KrausAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 7, 2026
Kieu Lê TurkAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Kevin Edward WeaverAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 7, 2026
Raoul Marie CelerierAustin Private Wealth, LLC no RAUMCerity Partners Retirement Plan Consultants institutionalOtherFeb 18, 2026Jan 7, 2026
Alex James WagnerAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Ryan McconeghyAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Kyle Patrick CookAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Sarah Ruth McnuttAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Noe LopezAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Phimporn TobchanAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Hayley Elizabeth SwaimAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Sujatha ThedduAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Reagan Dean StephensonAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Alison Fields CassorlaAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Alyssa SternadelAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Taynia Salafai VakapunaAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Dimitrian Patrick JimenezAustin Private Wealth, LLC no RAUMCerity Partners LLC independent RIAOtherFeb 18, 2026Jan 6, 2026
Madisen Beatryce KarlsonAustin Private Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 18, 2025Oct 9, 2025
Joshua Charles DvorakAustin Private Wealth, LLC independent RIAFarther independent RIARIA to RIAAug 4, 2025Aug 8, 2025
Christopher James CarruthersAustin Private Wealth, LLC independent RIADovetail Wealth Management, LLC independent RIARIA to RIAJun 30, 2020Jul 15, 2021 (380 d)
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21 moves match.