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 Truenorth Wealth
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 |
|---|---|---|---|---|---|
| Michael Davis Espinosa | Soltis Investment Advisors, LLC mixed wealth | Truenorth Wealth independent RIA | RIA to RIA | Feb 22, 2022 | Mar 11, 2022 |
| Stephen Andrew Fox | Strategic Advisers LLC national BD | Truenorth Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2016 | Mar 13, 2018 (662 d) |
| James Bryan Washburn | Foresight Wealth Management, LLC other | Truenorth Wealth other | Other | May 11, 2016 | May 12, 2016 |
| Trent L. Searle | Physician Wealth Advisors, Inc. other | Truenorth Wealth other | Other | Nov 23, 2011 | Jul 15, 2014 (965 d) |
| Martin Arthur Watkins | Physician Wealth Advisors, Inc. other | Truenorth Wealth other | Other | Oct 20, 2006 | Dec 11, 2006 (52 d) |
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5 moves match.