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 Barnes Wealth Management Group
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 |
|---|---|---|---|---|---|
| Rodney Scott Palmer | Belpointe Asset Management LLC independent RIA | Barnes Wealth Management Group independent RIA | RIA to RIA | Apr 28, 2023 | Oct 26, 2022 |
| Dustin Weaver | Ameriprise Financial Services, LLC national BD | Barnes Wealth Management Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2019 | Sep 24, 2019 |
| Ronald Julius Church | Global Retirement Partners LLC other | Barnes Wealth Management Group independent RIA | Other | Nov 2, 2015 | Dec 15, 2015 (43 d) |
| Steven Allen Barnes | LPL Financial LLC other | Barnes Wealth Management Group independent RIA | Other | Nov 2, 2015 | Oct 30, 2001 |
| Dani Michelle O'Donnell | LPL Financial LLC other | Barnes Wealth Management Group independent RIA | Other | Oct 29, 2015 | Jan 22, 2014 |
| Scott C Barks | LPL Financial LLC other | Barnes Wealth Management Group independent RIA | Other | Apr 9, 2014 | Jan 22, 2014 |
Page 1 of 1
6 moves match.