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 Teton 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.

AdvisorFromToTypeLeftRegistered
Parker J BriggsTeton Wealth Group LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJan 12, 2026Jan 30, 2026
Samuel Marlow SlaughTeton Wealth Group LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2025Oct 2, 2025
Scott Taylor RirieTeton Wealth Group LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMay 28, 2025Sep 29, 2025 (124 d)
Randy Lee SwartwoodTeton Wealth Group LLC independent RIAM2 Financial LLC state registeredRIA to a state-registered adviserNov 27, 2023Nov 27, 2023
Bruce TynanTeton Wealth Group LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 11, 2023Sep 27, 2023
Manuel Rene NegronTeton Wealth Group LLC independent RIAM2 Financial LLC state registeredRIA to a state-registered adviserMay 22, 2023Jan 17, 2024 (240 d)
Brandon Paul WyattTeton Wealth Group LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 7, 2023May 8, 2023 (62 d)
Collin Mckenzie StaufferTeton Wealth Group LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 9, 2023Jan 10, 2023
Jason N DixonTeton Wealth Group LLC independent RIAField Freedom Advisors state registeredRIA to a state-registered adviserAug 23, 2022Aug 19, 2022
Joseph William AdairTeton Wealth Group LLC independent RIACaliber Wealth Management, LLC independent RIARIA to RIAAug 23, 2022Sep 8, 2022
Ben BrackettTeton Wealth Group LLC independent RIACaliber Wealth Management, LLC independent RIARIA to RIAFeb 23, 2022Mar 9, 2022
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11 moves match.