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 Redw Wealth 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.

AdvisorFromToTypeLeftRegistered
James Robert KarbergAvantax Advisory Services BD affiliatedRedw Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2024Oct 1, 2024
Scott Andrew BirminghamWealth Enhancement Advisory Services, LLC independent RIARedw Wealth LLC independent RIARIA to RIAMar 12, 2024Oct 28, 2024 (230 d)
Bryan Robert GironBetter Money Decisions independent RIARedw Wealth LLC independent RIARIA to RIAAug 9, 2023Feb 16, 2024 (191 d)
Christine PapelianSmarter Financial Solutions unclassifiedRedw Wealth LLC independent RIAOtherNov 23, 2021May 3, 2022 (161 d)
Reese Edward HintonPhoenician Wealth Management, LLC unclassifiedRedw Wealth LLC independent RIAOtherJun 22, 2021Oct 27, 2021 (127 d)
Jude Vincent GleasonBok Financial Advisors otherRedw Wealth LLC independent RIAOtherNov 7, 2016Sep 21, 2021 (1779 d)
Ross NettlesRetirement Extender (R) unclassifiedRedw Wealth LLC otherOtherAug 31, 2016Sep 14, 2016
Clarence Michael HughesBok Financial Advisors otherRedw Wealth LLC otherOtherJun 6, 2014Feb 26, 2015 (265 d)
Lisa Dyanne ObejiCpa Wealth Advisors LLC unclassifiedRedw Wealth LLC otherOtherDec 9, 2009Nov 18, 2009
Jude Vincent GleasonCharles Schwab & Co., Inc. national BDRedw Wealth LLC otherOtherOct 21, 2002Jan 13, 2004 (449 d)
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10 moves match.