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 Willow Creek 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 |
|---|---|---|---|---|---|
| Eric John Keating | Jdh Wealth Management, LLC independent RIA | Willow Creek Wealth Management, Inc. independent RIA | RIA to RIA | Jul 7, 2022 | Jan 9, 2025 (917 d) |
| Griffin Daniel Sheehy | Shone Wealth Management independent RIA | Willow Creek Wealth Management, Inc. independent RIA | RIA to RIA | Aug 18, 2021 | Apr 29, 2021 |
| Jacob Matthew Weber | Charles Schwab & Co., Inc. national BD | Willow Creek Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2017 | May 2, 2019 (639 d) |
| David Bruce Lawrence | Raub Brock Capital Management, LP other | Willow Creek Wealth Management, Inc. independent RIA | Other | Oct 6, 2015 | Nov 25, 2024 (3338 d) |
| Marc David Orourke | Bell Investment Advisors Inc other | Willow Creek Wealth Management, Inc. other | Other | Nov 19, 2009 | Jan 12, 2010 (54 d) |
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5 moves match.