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 Private Wealth Asset Management
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 Michael Hillner | Private Wealth Asset Management independent RIA | Kindred Peak Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 18, 2026 | Aug 7, 2026 |
| Ryan Edward Nielsen | Private Wealth Asset Management independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2025 | Oct 20, 2025 |
| Aaron Bradley Curry | Private Wealth Asset Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2025 | Feb 12, 2025 |
| Kelly Marie Stobb | Private Wealth Asset Management independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 1, 2022 | Aug 17, 2022 |
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4 moves match.