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 Colorado Wealth Group 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 |
|---|---|---|---|---|---|
| Bruce Allen Larsen | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 7, 2025 |
| Steven William Harp | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 17, 2025 |
| Jacob Brian Ray | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 10, 2025 |
| Carter Reed Hench | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 6, 2025 |
| Matthew J Conley | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 7, 2025 |
| Matthew Jordan Selihar | Colorado Wealth Group LLC independent RIA | Princeton Global Asset Management LLC independent RIA | RIA to RIA | Oct 31, 2025 | Nov 6, 2025 |
| Terri Lynn Propp | Colorado Wealth Group LLC independent RIA | Global Wealth Strategies And Associates, LLC independent RIA | RIA to RIA | Jun 25, 2025 | Jul 2, 2025 |
| James Kevin Glasheen | Colorado Wealth Group LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Jun 25, 2024 | Jan 1, 2025 (190 d) |
| Jeremy Meier Phillips | Colorado Wealth Group LLC independent RIA | Anderson Hoagland & Co independent RIA | RIA to RIA | Feb 23, 2024 | Apr 12, 2024 (49 d) |
| Adam Benjamin Coleman | Colorado Wealth Group LLC no RAUM | Maia Wealth independent RIA | Other | Aug 20, 2020 | Aug 21, 2020 |
| Trevor John Hougardy | Colorado Wealth Group LLC no RAUM | Maia Wealth independent RIA | Other | Aug 19, 2020 | Aug 21, 2020 |
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11 moves match.