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

Arrivals at Rwa Wealth Partners

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
Christopher Sean DeeleyBraver Wealth Management, LLC otherRwa Wealth Partners otherOtherFeb 21, 2017Feb 6, 2017
Charles Morton TooleBraver Wealth Management, LLC otherRwa Wealth Partners otherOtherFeb 21, 2017Feb 6, 2017
James Wesley VerityAdviser Investments Acquisition Co LLC otherRwa Wealth Partners otherOtherDec 7, 2016Feb 22, 2012
Elizabeth Stone KesselmanAdviser Investments Acquisition Co LLC otherRwa Wealth Partners otherOtherDec 7, 2016Feb 22, 2012
Joshua Webster JonesAdviser Investments Acquisition Co LLC otherRwa Wealth Partners otherOtherDec 7, 2016Feb 17, 2012
Victor Louis ColellaEagle Strategies LLC otherRwa Wealth Partners otherOtherSep 1, 2016Sep 26, 2016
Alexander Stephen LapointeColumbia Management Investment Advisers, LLC otherRwa Wealth Partners otherOtherApr 3, 2013Nov 25, 2013 (236 d)
Christopher Patrick GreeleyAdviser Investments Acquisition Co LLC otherRwa Wealth Partners otherOtherApr 10, 2012Feb 17, 2012
William Anderson HarigAdviser Investments unclassifiedRwa Wealth Partners otherOtherMar 2, 2012Feb 22, 2012
John KennedyAdviser Investments unclassifiedRwa Wealth Partners otherOtherMar 2, 2012Feb 29, 2012
Matthew Gerard WyllieAdviser Investments unclassifiedRwa Wealth Partners otherOtherMar 2, 2012Feb 22, 2012
Christopher John KeithAdviser Investments unclassifiedRwa Wealth Partners otherOtherFeb 28, 2012Feb 22, 2012
Christopher Michael HaganAdviser Investments unclassifiedRwa Wealth Partners otherOtherFeb 28, 2012Feb 17, 2012
Frederick John WintersAdviser Investments unclassifiedRwa Wealth Partners otherOtherFeb 28, 2012Feb 22, 2012
Bridget Erin CostelloAdviser Investments unclassifiedRwa Wealth Partners otherOtherFeb 28, 2012Feb 17, 2012
Jeremy A LehrerCharles Schwab & Co., Inc. national BDRwa Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2009Jan 16, 2025 (5669 d)
Francis J LeeFidelity Personal Trust Company, Fsb unclassifiedRwa Wealth Partners independent RIAOtherMar 28, 2007May 11, 2021 (5158 d)
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77 moves match.