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 Ironoak 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.

AdvisorFromToTypeLeftRegistered
Lisa Bianculli HutterIronoak Wealth independent RIALegacy Wealth Management, LLC independent RIARIA to RIAJun 15, 2026Jun 10, 2026
Alpeshkumar R PatelIronoak Wealth independent RIAFisher Investments independent RIARIA to RIAMay 12, 2023Sep 13, 2023 (124 d)
Michael Allen HarrisIronoak Wealth independent RIAVital Capital LLC state registeredRIA to a state-registered adviserJun 30, 2022Jul 8, 2022
Preston Robert WeaverIronoak Wealth independent RIADew Wealth Management independent RIARIA to RIAMar 21, 2022May 29, 2022 (69 d)
Page 1 of 1
4 moves match.