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 Uhler Vertich White Advisors
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 |
|---|---|---|---|---|---|
| Nicole Marie Eirich | Morgan Stanley wirehouse | Uhler Vertich White Advisors independent RIA | Wirehouse to independent RIA | Apr 15, 2026 | May 29, 2026 (44 d) |
| Jennifer Marie Brown | Raymond James Financial Services Advisors, Inc BD affiliated | Uhler Vertich White Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2025 | Oct 21, 2025 |
| Bryan Keefe Fiore | Annex Wealth Management, LLC independent RIA | Uhler Vertich White Advisors independent RIA | RIA to RIA | Oct 26, 2021 | Jan 13, 2022 (79 d) |
| Anthony Scott White | Raymond James Financial Services Advisors, Inc other | Uhler Vertich White Advisors independent RIA | Other | Mar 7, 2013 | Jun 12, 2023 (3749 d) |
| Scott Randal Schatzle | Fac Wealth Management, LLC unclassified | Uhler Vertich White Advisors other | Other | May 21, 2009 | Nov 2, 2009 (165 d) |
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5 moves match.