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 Redwood Private Wealth

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
Nicholas Adam BourRedwood Private Wealth independent RIABrookwood Investment Group independent RIARIA to RIADec 31, 2024Nov 22, 2025 (326 d)
Larry Robert BladesRedwood Private Wealth independent RIARetirement Solutions state registeredRIA to a state-registered adviserOct 8, 2024Jun 25, 2024
Zachary Norman GriswoldRedwood Private Wealth independent RIAFamilywealth mixed wealthRIA to RIASep 26, 2024Sep 30, 2024
Jonathan Leif HolljesRedwood Private Wealth independent RIABrookwood Investment Group independent RIARIA to RIASep 5, 2024May 2, 2025 (239 d)
James Allen CrowRedwood Private Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 4, 2024Sep 13, 2024
Michael Alexander WatkinsRedwood Private Wealth independent RIAVirtue Capital Management, LLC independent RIARIA to RIAFeb 7, 2024Jan 24, 2024
Timothy Jay BeemanRedwood Private Wealth independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 1, 2023Dec 4, 2023
Andrew Jacob KeehnRedwood Private Wealth independent RIAOwlfi independent RIARIA to RIAAug 9, 2023Nov 30, 2023 (113 d)
Timothy Edward MeyerRedwood Private Wealth independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2023Jan 2, 2025 (573 d)
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9 moves match.