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 Safeguard 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
Anthony John HellenbrandSafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Eric Hein SajdakSafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Christian A KalninsSafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Andrew Kurt SchroederSafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Mitchell Kent ParkerSafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Casey Burns MahoneySafeguard Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAApr 25, 2025Apr 25, 2025
Conor Avery JonassonSafeguard Wealth Management independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 25, 2025Apr 28, 2025
Francisco RosalesSafeguard Wealth Management independent RIARosales Wealth Management LLC state registeredRIA to a state-registered adviserJun 27, 2022Jan 1, 2025 (919 d)
Page 1 of 1
8 moves match.