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 Yukon 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 |
|---|---|---|---|---|---|
| Christopher K Costello | Morgan Stanley wirehouse | Yukon Wealth Management, Inc. independent RIA | Wirehouse to independent RIA | Sep 8, 2023 | Feb 1, 2024 (146 d) |
| Shannon N Yarbrough | Creative Planning other | Yukon Wealth Management, Inc. other | Other | Nov 21, 2012 | Nov 29, 2012 |
| Shannon N Yarbrough | Wells Fargo Advisors wirehouse | Yukon Wealth Management, Inc. other | Other | May 19, 2009 | Jul 10, 2012 (1148 d) |
| Brian T Murphy | Morgan Stanley Dw Inc. unclassified | Yukon Wealth Management, Inc. other | Other | Jan 22, 2007 | Feb 1, 2007 |
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4 moves match.