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 Werba Rubin Papier 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 |
|---|---|---|---|---|---|
| Hannah Renee Nolan | Beacon Wealth Consultants, Inc. independent RIA | Werba Rubin Papier Wealth Management, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Aug 7, 2026 |
| Scott Bradley Jacobs | Ep Wealth Advisors independent RIA | Werba Rubin Papier Wealth Management, LLC independent RIA | RIA to RIA | Feb 29, 2024 | Feb 9, 2024 |
| Jason Robert Papier | Fluent Wealth Partners other | Werba Rubin Papier Wealth Management, LLC independent RIA | Other | Mar 1, 2018 | Jul 20, 2018 (141 d) |
| Alan Bruce Werba | Lwi Financial Inc. other | Werba Rubin Papier Wealth Management, LLC other | Other | Dec 8, 2016 | Jan 20, 2012 |
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4 moves match.