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 Prestige Wealthwide, 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 |
|---|---|---|---|---|---|
| Mark Brandon Ward | Prestige Wealthwide, LLC independent RIA | Retirement Planners Of America independent RIA | RIA to RIA | Mar 19, 2025 | Jan 23, 2026 (310 d) |
| Logan Haydel | Prestige Wealthwide, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 23, 2024 | Dec 19, 2024 |
| Lucas Linden Allen | Prestige Wealthwide, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2024 | Jul 26, 2024 |
| Matthew Taylor Hoskins | Prestige Wealthwide, LLC independent RIA | Kinnect Advisor Group, L.L.C. state registered | RIA to a state-registered adviser | Aug 7, 2023 | Nov 14, 2023 (99 d) |
| Bryan Brenner Jordan | Prestige Wealthwide, LLC independent RIA | Censifi unclassified | Other | Apr 6, 2023 | Aug 8, 2023 (124 d) |
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5 moves match.