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 Arlington Wealth Management

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
Gerald Wayne HowellB. Riley Wealth Advisors, Inc. BD affiliatedArlington Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2022Sep 9, 2022
Aris TatevosianWells Fargo Advisors wirehouseArlington Wealth Management independent RIAWirehouse to independent RIAAug 30, 2018Sep 25, 2018
Evan G. StamosWorld Equity Group, Inc. otherArlington Wealth Management otherOtherMay 8, 2010Jun 13, 2003
Shawn Michael ParkWorld Equity Group, Inc. otherArlington Wealth Management otherOtherAug 24, 2004Aug 15, 2002
Michael Peck MannoAmeriprise Advisor Services, Inc. unclassifiedArlington Wealth Management otherOtherJul 17, 2003Jul 9, 2003
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5 moves match.