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 Treybourne Wealth Planners
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 |
|---|---|---|---|---|---|
| Ying Ying Huang | Private Vista, LLC independent RIA | Treybourne Wealth Planners independent RIA | RIA to RIA | Apr 12, 2019 | Apr 2, 2019 |
| Brian Thomas Rykovich | Ch Douglas & Gray Wealth Management independent RIA | Treybourne Wealth Planners independent RIA | RIA to RIA | Oct 17, 2018 | Nov 1, 2019 (380 d) |
| Stephanie Lynn Willison | Wealthpoint Advisors LLC other | Treybourne Wealth Planners other | Other | Jan 4, 2011 | Jan 3, 2011 |
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3 moves match.