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 Wealthedge Investment 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 |
|---|---|---|---|---|---|
| John Thomas Preston | Watts Capital Partners LLC independent RIA | Wealthedge Investment Advisors, LLC independent RIA | RIA to RIA | Jun 21, 2024 | Jun 19, 2024 |
| Enri Dama | Watts Capital Partners LLC independent RIA | Wealthedge Investment Advisors, LLC independent RIA | RIA to RIA | Jun 21, 2024 | May 9, 2024 |
| Mark Salerno | Genesis Financial Advisory Services, LLC. other | Wealthedge Investment Advisors, LLC independent RIA | Other | Jul 16, 2015 | Sep 2, 2021 (2240 d) |
| Fahad Hasan | B. Riley Wealth Advisors, Inc. other | Wealthedge Investment Advisors, LLC independent RIA | Other | Sep 2, 2008 | May 31, 2024 (5750 d) |
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4 moves match.