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 Reify Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Shane Michael Fagan | Capital Client Group, Inc. no RAUM | Reify Wealth Advisors, Inc. independent RIA | Other | Sep 15, 2023 | Mar 19, 2024 (186 d) |
| Kyle Ryan Mccune | Bridge Financial Strategies state registered | Reify Wealth Advisors, Inc. independent RIA | Other | Mar 17, 2023 | Feb 17, 2023 |
| Margaret Mattox Gooley | Schwab Wealth Advisory, Inc. BD affiliated | Reify Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2018 | Jun 14, 2018 (62 d) |
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3 moves match.