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 Wealthstream Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Eric D Siss | Rockwood Wealth Management, LLC other | Wealthstream Advisors, Inc. independent RIA | Other | Jun 1, 2017 | Jul 26, 2021 (1516 d) |
| Matthew Adam Gordon | Lenox Advisors, Inc. unclassified | Wealthstream Advisors, Inc. independent RIA | Other | Feb 5, 2013 | Jul 29, 2021 (3096 d) |
| Michael Stuart Kimmel | Regentatlantic other | Wealthstream Advisors, Inc. independent RIA | Other | Apr 1, 2011 | Aug 9, 2021 (3783 d) |
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3 moves match.