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 Wbh Advisory, Inc.

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
Joel Douglas HosnerLynx Investment Advisory, LLC independent RIAWbh Advisory, Inc. independent RIARIA to RIAApr 28, 2023May 9, 2023
Joshua Akeroyd MasonCw Advisors, LLC independent RIAWbh Advisory, Inc. independent RIARIA to RIASep 9, 2021Sep 3, 2021
Carrie Eloise Durbin BerenCw Advisors, LLC independent RIAWbh Advisory, Inc. independent RIARIA to RIASep 9, 2021Sep 3, 2021
Jack Arthur RameyBiegel Waller Investment Advisory Services independent RIAWbh Advisory, Inc. independent RIARIA to RIAOct 23, 2019Apr 22, 2020 (182 d)
Gregory Aaron BitzMetropolitan Financial Group, Inc. unclassifiedWbh Advisory, Inc. otherOtherJul 18, 2016Jul 7, 2016
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5 moves match.