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 Baldwin Wealth Partners, LLC

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
Ari Salamon LazarRga Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAJan 9, 2025May 21, 2025 (132 d)
Nathan Charles GoodwinKlr Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAJul 2, 2024Jul 1, 2024
Steven Thomas DeanKlr Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAJul 2, 2024Jul 1, 2024
Craig R. DumasKlr Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAJul 2, 2024Jul 1, 2024
Michael Brian McintoshKlr Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAJul 2, 2024Jul 1, 2024
Andrew Fletcher McintireAmerican Research & Management Co independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAOct 19, 2022Oct 14, 2022
Eric Haakon StrandAmerican Research & Management Co independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIAOct 19, 2022Oct 17, 2022
Kathryn Shaw RoweBarry Investment Advisors, LLC independent RIABaldwin Wealth Partners, LLC independent RIARIA to RIADec 1, 2020Sep 4, 2020
Andrew Nelson MackenCottage Street Advisors otherBaldwin Wealth Partners, LLC otherOtherOct 2, 2017Nov 7, 2017 (36 d)
John Robert PrysPmk Capital Management, LLC unclassifiedBaldwin Wealth Partners, LLC independent RIAOtherDec 31, 2015Jul 28, 2025 (3497 d)
Katherine Anne KuntzPmk Capital Management, LLC unclassifiedBaldwin Wealth Partners, LLC independent RIAOtherDec 31, 2015Apr 17, 2026 (3760 d)
Frank Farnum BrownTrillium Asset Management otherBaldwin Wealth Partners, LLC otherOtherAug 22, 2013May 23, 2013
Peri Ann AptakerCetera Advisors LLC otherBaldwin Wealth Partners, LLC independent RIAOtherOct 28, 2009Jul 1, 2024 (5360 d)
William Harvey MarvelStrategic Capital Allocation Group, L.L.C. otherBaldwin Wealth Partners, LLC otherOtherJan 8, 2003Aug 27, 2013 (3884 d)
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14 moves match.