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 Kaydan 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 |
|---|---|---|---|---|---|
| Michael Joseph Reiterman | LPL Financial LLC BD affiliated | Kaydan Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2026 | Aug 20, 2026 |
| James Brendan Kruzan | Raymond James Financial Services Advisors, Inc BD affiliated | Kaydan Wealth Management, Inc. other | Other | May 13, 2020 | Sep 20, 2010 |
| Mathew Ryan Britt | Raymond James Financial Services Advisors, Inc BD affiliated | Kaydan Wealth Management, Inc. other | Other | May 13, 2020 | Feb 28, 2018 |
| Jennifer J Slater | Raymond James Financial Services Advisors, Inc BD affiliated | Kaydan Wealth Management, Inc. other | Other | May 13, 2020 | Apr 4, 2019 |
| Kimberly Ann Houston | Raymond James Financial Services Advisors, Inc BD affiliated | Kaydan Wealth Management, Inc. other | Other | May 13, 2020 | Jun 29, 2020 (47 d) |
| Darren Craig Brennan | Raymond James Financial Services Advisors, Inc BD affiliated | Kaydan Wealth Management, Inc. other | Other | May 13, 2020 | Feb 28, 2018 |
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6 moves match.