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 Perspective Wealth 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 |
|---|---|---|---|---|---|
| Skyler Manabu Eubank | Raymond James & Associates, Inc. national BD | Perspective Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2024 | Aug 8, 2024 |
| Hannah Clare Weaver | Dimensional Fund Advisors LP asset manager | Perspective Wealth Partners, LLC independent RIA | Other | Jan 3, 2023 | Feb 8, 2023 (36 d) |
| Rebekah Adams | Jgc Tax & Wealth Management independent RIA | Perspective Wealth Partners, LLC independent RIA | RIA to RIA | Jul 14, 2022 | Jul 28, 2022 |
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3 moves match.