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 West 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Nguyen | West Wealth Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 22, 2026 | Sep 2, 2026 (42 d) |
| Michael Jason Torres | West Wealth Group, LLC independent RIA | U.S. Bancorp Investments, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2023 | Nov 2, 2023 (91 d) |
| Steven Tyler Mcbrayer | West Wealth Group, LLC independent RIA | M Holdings Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2022 | Feb 21, 2023 (84 d) |
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3 moves match.