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 Cwc 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 |
|---|---|---|---|---|---|
| Erik William Ogard | Wealthplan Investment Management LLC independent RIA | Cwc Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2024 | Feb 6, 2025 (37 d) |
| Jeffrey Todd Hussey | Investors Portfolio Services LLC independent RIA | Cwc Advisors, LLC independent RIA | RIA to RIA | Jan 25, 2024 | Jan 14, 2024 |
| Bryan William Wiepert | U.S. Bancorp Investments, Inc. other | Cwc Advisors, LLC other | Other | May 1, 2015 | May 15, 2015 |
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3 moves match.