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 Wealth Analytics Partners, 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 Stuart Campbell | Cambridge Investment Research Advisors, Inc. BD affiliated | Wealth Analytics Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2019 | Mar 15, 2019 |
| Jeff Walter Poole | Strategic Advisers LLC national BD | Wealth Analytics Partners, LLC other | Other | Mar 6, 2017 | Aug 23, 2017 (170 d) |
| Francisco Xavier Maldonado | Advanced Wealth Planning unclassified | Wealth Analytics Partners, LLC other | Other | May 13, 2011 | Jun 2, 2011 |
| Troy Brinckley Daum | Wealth Analytics, Inc. unclassified | Wealth Analytics Partners, LLC other | Other | Apr 2, 2007 | Apr 10, 2007 |
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4 moves match.