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 Rea 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 |
|---|---|---|---|---|---|
| Jarrod Dean Hart | Commonwealth Financial Network national BD | Rea Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2022 | Sep 12, 2021 |
| Jamie Paul Menges | Commonwealth Financial Network national BD | Rea Wealth Management other | Other | Feb 14, 2013 | Jul 12, 2007 |
| Ryan C Olds | Commonwealth Financial Network national BD | Rea Wealth Management other | Other | Dec 22, 2010 | Aug 9, 2007 |
| Gregory Rongone Robb | Commonwealth Financial Network national BD | Rea Wealth Management other | Other | Feb 28, 2005 | Jan 2, 2002 |
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4 moves match.