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 Darrow 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Edward Levangie | Anchor Capital Advisors LLC mixed wealth | Darrow Wealth Management independent RIA | RIA to RIA | Jun 26, 2026 | Jul 15, 2026 |
| Matthew Robert Mccreary | Dimensional Fund Advisors LP asset manager | Darrow Wealth Management independent RIA | Other | Jan 27, 2022 | Jun 6, 2022 (130 d) |
| John Edward Levangie | Gw & Wade, LLC independent RIA | Darrow Wealth Management independent RIA | RIA to RIA | May 28, 2021 | Jun 8, 2021 |
| Tatyana Karayeva | Morgan Stanley wirehouse | Darrow Wealth Management independent RIA | Wirehouse to independent RIA | Feb 2, 2021 | Jan 26, 2021 |
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4 moves match.