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 Rgt 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.

AdvisorFromToTypeLeftRegistered
Brent Wilson LittleOdyssey Wealth unclassifiedRgt Wealth Advisors independent RIAOtherDec 31, 2021Dec 6, 2021
Dana Lynn PingenotLee Financial Company, LLC independent RIARgt Wealth Advisors independent RIARIA to RIAFeb 5, 2020Mar 11, 2020 (35 d)
Laura Beth MaxfieldLee Financial Company, LLC independent RIARgt Wealth Advisors independent RIARIA to RIAJul 22, 2019Feb 2, 2021 (561 d)
Matthew Gerald CovelliGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIARgt Wealth Advisors independent RIARIA to RIAMar 29, 2019Apr 26, 2022 (1124 d)
Cassandra Humphreys GuerreroTrue North Advisors, LLC otherRgt Wealth Advisors independent RIAOtherJan 12, 2018Jan 31, 2020 (749 d)
Christopher James RachfalHirtle & Co., LLC otherRgt Wealth Advisors otherOtherMar 6, 2017Mar 17, 2017
Kelly Gamble MillsBallentine Partners otherRgt Wealth Advisors independent RIAOtherSep 9, 2016Apr 29, 2022 (2058 d)
James Spottswood TardyCredit Suisse Securities (USA) LLC otherRgt Wealth Advisors otherOtherMar 2, 2016May 13, 2016 (72 d)
Tyler Gregory BeesonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRgt Wealth Advisors otherOtherSep 17, 2015Sep 28, 2015
Adam Charles GoldenbergTrue North Advisors, LLC otherRgt Wealth Advisors otherOtherApr 16, 2015Dec 18, 2015 (246 d)
Karina BrunsonTolleson Private Wealth Management otherRgt Wealth Advisors otherOtherDec 3, 2014Mar 17, 2015 (104 d)
Ryan Byron McguireBridge Advisory LLC otherRgt Wealth Advisors otherOtherMar 28, 2014Mar 17, 2015 (354 d)
Trevor Blake BryantBarclays Capital Inc. otherRgt Wealth Advisors otherOtherJul 25, 2013Feb 26, 2015 (581 d)
Ryan S BrizendineBarclays Capital Inc. otherRgt Wealth Advisors otherOtherJul 25, 2013Feb 20, 2015 (575 d)
Jeremy Joseph HudsonHoward Financial Services, Ltd. otherRgt Wealth Advisors otherOtherMar 26, 2013Mar 20, 2015 (724 d)
Braden Ryan ColeGoldman Sachs Wealth Services, L.P. otherRgt Wealth Advisors otherOtherJul 28, 2011Feb 26, 2015 (1309 d)
Kenneth Mark McclanahanGerald Baker Financial Group, L.L.C.Dba Baker Financial Services otherRgt Wealth Advisors otherOtherJul 14, 2008Mar 21, 2014 (2076 d)
Joanna Christine JadlowHogantaylor Wealth otherRgt Wealth Advisors otherOtherDec 6, 2005Feb 20, 2015 (3363 d)
Trudy TurnerRench & Muir Financial Advisors Inc otherRgt Wealth Advisors otherOtherOct 25, 2005Feb 20, 2015 (3405 d)
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19 moves match.