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 Burton Enright Welch

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
Gerwin De HaanAdvanced Portfolio Strategies independent RIABurton Enright Welch independent RIARIA to RIAAug 15, 2025Sep 17, 2025 (33 d)
Thomas Darcy OwensGarde Capital, Inc. independent RIABurton Enright Welch independent RIARIA to RIAMay 10, 2024Apr 3, 2024
Annie Claire KlopstockTandem Investment Advisors Inc independent RIABurton Enright Welch independent RIARIA to RIAMay 2, 2024Jul 31, 2024 (90 d)
Christopher Stephen HughesDel Monte Group, LLC independent RIABurton Enright Welch independent RIARIA to RIADec 4, 2020Nov 20, 2020
Benjamin Ross PetersNapa Valley Wealth Management otherBurton Enright Welch otherOtherJun 22, 2016Mar 26, 2014
David Anthony EspineiraWells Fargo Advisors wirehouseBurton Enright Welch independent RIAWirehouse to independent RIANov 25, 2015Jan 1, 2025 (3325 d)
Peter Michael BurtonOsaic Wealth, Inc. otherBurton Enright Welch otherOtherAug 16, 2012May 8, 2002
Robert Daniel EnrightOsaic Wealth, Inc. otherBurton Enright Welch otherOtherAug 16, 2012Jul 7, 2011
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8 moves match.