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 United Wealth Management, 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 |
|---|---|---|---|---|---|
| Peter Thomas Dillon | Focus Partners Wealth, LLC independent RIA | United Wealth Management, LLC independent RIA | RIA to RIA | Jul 27, 2026 | Sep 10, 2026 (45 d) |
| Harry Frederick Zinsser | Cetera Investment Advisers LLC BD affiliated | United Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2025 | Apr 22, 2025 (34 d) |
| Kimberly Voigt | Seven Springs Wealth Group independent RIA | United Wealth Management, LLC independent RIA | RIA to RIA | Jul 25, 2023 | Oct 30, 2023 (97 d) |
| Alan Taylor Bewley | Lanark Financial, Inc. other | United Wealth Management, LLC independent RIA | Other | Mar 22, 2005 | Apr 6, 2005 |
Page 1 of 1
4 moves match.