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 Irc Wealth
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 |
|---|---|---|---|---|---|
| Jerry Christopher Jones | Onepoint Bfg Wealth Partners independent RIA | Irc Wealth independent RIA | RIA to RIA | Jun 18, 2025 | Jul 23, 2025 (35 d) |
| Aamina Nadeem Siddiqui | 1776 Wealth LLC independent RIA | Irc Wealth independent RIA | RIA to RIA | Aug 30, 2024 | Nov 21, 2024 (83 d) |
| Jesus Roberto Torres | Howard Financial Services, Ltd. independent RIA | Irc Wealth independent RIA | RIA to RIA | Nov 1, 2022 | Jan 18, 2023 (78 d) |
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3 moves match.