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 Sk Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Andrew James Cayer | Aevitas Wealth Management, Inc. independent RIA | Sk Wealth Management, LLC independent RIA | RIA to RIA | Feb 16, 2023 | Feb 8, 2023 |
| Mackenzie Moen Richards | Commonwealth Financial Network national BD | Sk Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2020 | Feb 28, 2021 (268 d) |
| Laura Lincoln Gustafson | M Holdings Securities, Inc. BD affiliated | Sk Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2019 | May 20, 2022 (984 d) |
| Matthew Mahar Neyland | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sk Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 15, 2005 | Jan 1, 2026 (7625 d) |
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4 moves match.