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 Robinson Smith Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Wesley Howard Mcneillie | Leconte Wealth Management, LLC independent RIA | Robinson Smith Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 12, 2024 | Aug 7, 2024 (117 d) |
| Anne Marie Perley | RBC Capital Markets, LLC national BD | Robinson Smith Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2022 | Jul 27, 2022 (43 d) |
| Gerrit Paul Petersons | Marble Trail Advisors independent RIA | Robinson Smith Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 13, 2022 | Aug 16, 2022 (64 d) |
| Donovan Allen Ingle | Equitable Advisors, LLC national BD | Robinson Smith Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2020 | Dec 16, 2020 |
| Jessica Lynn Kreger | Bartley Financial Advisors, LLC independent RIA | Robinson Smith Wealth Advisors, LLC other | Other | Jul 4, 2016 | Sep 29, 2016 (87 d) |
| David Michael Smith | Blackrock Financial Management, Inc other | Robinson Smith Wealth Advisors, LLC other | Other | Jan 3, 2013 | Mar 5, 2013 (61 d) |
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6 moves match.