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 Guardian Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daryl Paul Crow | Haddon Group LLC unclassified | Guardian Wealth Management, LLC independent RIA | Other | Aug 1, 2026 | Aug 4, 2026 |
| James Lamar Motte | Highlands Wealth Management unclassified | Guardian Wealth Management, LLC independent RIA | Other | Apr 14, 2023 | Apr 20, 2023 |
| Robert Morris Glasgow | Hhm Wealth Advisors, LLC other | Guardian Wealth Management, LLC other | Other | Apr 8, 2016 | Oct 7, 2016 (182 d) |
| Suzanne Johnson Burrell | Hhm Wealth Advisors, LLC other | Guardian Wealth Management, LLC other | Other | Apr 27, 2012 | Mar 6, 2013 (313 d) |
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4 moves match.