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 Marin 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 |
|---|---|---|---|---|---|
| Marjan Soleimanieh | Gosho Financial Group state registered | Marin Wealth Advisors LLC independent RIA | Other | Sep 2, 2026 | Jan 8, 2026 |
| Wayne Cameron Best | Lasalle St. Investment Advisors, L.L.C. BD affiliated | Marin Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2019 | Aug 9, 2013 |
| Michael James Castro | Charles Schwab & Co., Inc. national BD | Marin Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2017 | Jul 26, 2018 (300 d) |
| Gerald Alexander Fegler | Zions Capital Advisors, Inc. other | Marin Wealth Advisors LLC independent RIA | Other | Mar 26, 2015 | May 13, 2016 (414 d) |
| Richard Lloyd Davey | Waddell & Reed other | Marin Wealth Advisors LLC independent RIA | Other | May 1, 2014 | Apr 24, 2014 |
| Robert Charles Hunter | LPL Financial LLC other | Marin Wealth Advisors LLC independent RIA | Other | Apr 27, 2011 | Jan 31, 2013 (645 d) |
Page 1 of 1
6 moves match.