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 Walter Keenan Wealth 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.

AdvisorFromToTypeLeftRegistered
Tanner Michael WatsonKorhorn Financial Group independent RIAWalter Keenan Wealth Management independent RIARIA to RIAJan 27, 2026Feb 5, 2026
Andrew Davies LynchChoreo, LLC independent RIAWalter Keenan Wealth Management independent RIARIA to RIASep 24, 2024Sep 30, 2024
Daniel William WolfsonChoreo, LLC independent RIAWalter Keenan Wealth Management independent RIARIA to RIAFeb 18, 2021Mar 2, 2021
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3 moves match.