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 Markowski Investments

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.

AdvisorFromToTypeLeftRegistered
Logan FosterMurray Wealth Management LLC unclassifiedMarkowski Investments independent RIAOtherOct 7, 2025Oct 16, 2025
Timothy Dean WalworthTdw Financial Strategies unclassifiedMarkowski Investments independent RIAOtherApr 19, 2023Jan 1, 2025 (623 d)
Jenny Lynn RivardTruth Of Investing LLC independent RIAMarkowski Investments independent RIARIA to RIAJul 1, 2019Mar 27, 2019
Gary Arthur KuekerBrookstone Capital Management LLC independent RIAMarkowski Investments independent RIARIA to RIAJun 18, 2019May 6, 2019
Lance Dee CherryTruth Of Investing LLC independent RIAMarkowski Investments independent RIARIA to RIAApr 11, 2019Apr 11, 2019
Michael David ConlonWinthrop Bentley Capital, LLC unclassifiedMarkowski Investments independent RIAOtherFeb 15, 2019Feb 11, 2021 (727 d)
Michael John MarkowskiWestminster Financial Advisory Corp otherMarkowski Investments otherOtherJan 12, 2007Jun 19, 2013 (2350 d)
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7 moves match.