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 Maslow 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
Sergio Rene TeagueParagon Financial Advisors independent RIAMaslow Wealth Advisors independent RIARIA to RIAMar 19, 2026May 12, 2026 (54 d)
Alfred Francis FreyMl&R Wealth Management LLC independent RIAMaslow Wealth Advisors independent RIARIA to RIAMar 5, 2024Mar 22, 2024
Jay Milind GokhaleBbr Partners, LLC independent RIAMaslow Wealth Advisors independent RIARIA to RIAJan 2, 2024Apr 5, 2024 (94 d)
Jordan R QuinonezCharles Schwab & Co., Inc. national BDMaslow Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 30, 2023Jun 27, 2023
Kevin R TiernanDimensional Fund Advisors LP asset managerMaslow Wealth Advisors independent RIAOtherSep 8, 2022Sep 27, 2022
Mark Robert JohnsonJcn Financial & Tax Advisory Group, LLC independent RIAMaslow Wealth Advisors independent RIARIA to RIAJul 20, 2022Dec 10, 2021
Jay Milind GokhaleRedbud Advisors independent RIAMaslow Wealth Advisors independent RIARIA to RIAFeb 7, 2020Apr 14, 2020 (67 d)
Angela Meagan SmithBentoak Capital otherMaslow Wealth Advisors otherOtherJun 7, 2017Jun 1, 2017
Elizabeth Jane RichardsKestra Advisory Services, LLC otherMaslow Wealth Advisors otherOtherSep 20, 2016Sep 19, 2016
Tylor Bordelon SeamanDimensional Fund Advisors LP otherMaslow Wealth Advisors otherOtherApr 21, 2015May 6, 2015
Jarrod WinkcompleckCentury Management Financial Advisors otherMaslow Wealth Advisors otherOtherMar 6, 2015Mar 3, 2015
Andrew David GrayUsaa Investment Services Company otherMaslow Wealth Advisors otherOtherNov 6, 2013Nov 13, 2014 (372 d)
Kevin Andrew KaylakieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMaslow Wealth Advisors otherOtherAug 22, 2011Sep 12, 2011
Sara Leigh SeelyEklektikos Capital Management, LP unclassifiedMaslow Wealth Advisors otherOtherSep 8, 2008Dec 2, 2008 (85 d)
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14 moves match.