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 Iwp 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 |
|---|---|---|---|---|---|
| Nicholas Holland Kral | Jfg Wealth Management, LLC independent RIA | Iwp Wealth Management LLC independent RIA | RIA to RIA | Jul 10, 2024 | Aug 18, 2025 (404 d) |
| Joshua Samuel Goldin | Focused Alpha, LLC independent RIA | Iwp Wealth Management LLC independent RIA | RIA to RIA | Aug 31, 2023 | Sep 18, 2023 |
| Mikel Uribarren Ortiz | Ameriprise Financial Services, LLC national BD | Iwp Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2022 | Jul 11, 2022 (77 d) |
| Natasha Sophia Gunberg | Black Swift Group, LLC independent RIA | Iwp Wealth Management LLC independent RIA | RIA to RIA | Apr 8, 2022 | Sep 21, 2023 (531 d) |
| Maruan Kitner | Northstar Financial Planners, Inc. independent RIA | Iwp Wealth Management LLC independent RIA | RIA to RIA | Jun 29, 2018 | Aug 13, 2018 (45 d) |
| Tamara Jean Ward | Aureus Asset Management, LLC other | Iwp Wealth Management LLC other | Other | Nov 29, 2011 | Mar 27, 2012 (119 d) |
| Charles Alexander Willhoit | Bainco International Investors LLC other | Iwp Wealth Management LLC other | Other | Dec 7, 2004 | Sep 2, 2005 (269 d) |
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7 moves match.