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 Rwm Capital, 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 |
|---|---|---|---|---|---|
| Karen Ames Garner | Rwm Capital, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Dec 12, 2025 |
| Maria Fernanda Wojciechowski | Rwm Capital, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Jan 6, 2026 (33 d) |
| Weston Rush Lindemann | Rwm Capital, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Dec 19, 2025 |
| Scott Francis Davis | Rwm Capital, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Dec 4, 2025 |
| Cory Hunter Easterling | Rwm Capital, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Sep 11, 2025 | Jan 12, 2026 (123 d) |
| William Roger Rassman | Rwm Capital, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 15, 2025 | Jan 16, 2025 |
| Prosper Johnikin | Rwm Capital, LLC independent RIA | LPL Enterprise, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2023 | Apr 3, 2026 (857 d) |
| Patrick Chevalier | Rwm Capital, LLC independent RIA | Simplicity Wealth independent RIA | RIA to RIA | Feb 3, 2023 | Apr 13, 2023 (69 d) |
| Antonio Felipe Castillo | Rwm Capital, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Feb 3, 2023 | Feb 15, 2023 |
| Abrin Angelus Berkemeyer | Rwm Capital, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Sep 21, 2022 | Apr 20, 2022 |
| Alexander C Bridges | Rwm Capital, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 9, 2021 | Aug 26, 2021 |
| Jennifer Anne Stucka | Rwm Capital, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 7, 2021 | Jun 17, 2021 |
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12 moves match.