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 Mywallst Advisory 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 |
|---|---|---|---|---|---|
| David Jaindl Martin | Mywallst Advisory LLC no RAUM | Atlas Lifestyle Planning Group LLC state registered | Other | Nov 4, 2024 | Sep 17, 2026 (682 d) |
| Jacob Jeffery Pulver | Mywallst Advisory LLC no RAUM | Kingswood Wealth Advisors, LLC BD affiliated | Other | Apr 1, 2024 | Mar 18, 2024 |
| Kristen Voigtsberger | Mywallst Advisory LLC no RAUM | Driveadvisory, LLC no RAUM | Other | Oct 12, 2023 | May 25, 2022 |
| Chitman Singh Uppal | Mywallst Advisory LLC no RAUM | Voya Financial Advisors, Inc. BD affiliated | Other | Jun 14, 2022 | Aug 26, 2026 (1534 d) |
| Stacey Lynn Lavender | Mywallst Advisory LLC no RAUM | Level Four Advisory Services BD affiliated | Other | Nov 17, 2021 | Dec 21, 2021 (34 d) |
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5 moves match.