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 Tanglewood Total Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Adam Philip Lawrence | Financial Synergies independent RIA | Tanglewood Total Wealth Management, Inc. independent RIA | RIA to RIA | May 9, 2024 | Jul 29, 2024 (81 d) |
| Peter Lewis Faust | Linscomb Wealth, Inc. other | Tanglewood Total Wealth Management, Inc. other | Other | May 9, 2016 | May 16, 2016 |
| Abigail Cheng Gunderson | Linscomb Wealth, Inc. other | Tanglewood Total Wealth Management, Inc. other | Other | Apr 26, 2013 | Jan 13, 2014 (262 d) |
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3 moves match.