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 Twin Peaks Wealth Advisors
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 |
|---|---|---|---|---|---|
| Van Gabriel Schillinger | Twin Peaks Wealth Advisors independent RIA | Onedigital institutional | Other | Jun 30, 2026 | Sep 8, 2026 (70 d) |
| Joena Russell | Twin Peaks Wealth Advisors independent RIA | Nations Financial Group, Inc. independent RIA | RIA to RIA | Feb 3, 2025 | Mar 13, 2025 (38 d) |
| Patrick Bauzon | Twin Peaks Wealth Advisors independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2023 | May 22, 2023 (83 d) |
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3 moves match.