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 True Wealth Design, 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 |
|---|---|---|---|---|---|
| Johnathan Wade Roberts | Auxin Group Wealth Management, LLC independent RIA | True Wealth Design, LLC independent RIA | RIA to RIA | Sep 4, 2025 | May 13, 2025 |
| Tiffany M. Broomfield | Brookstone Wealth Advisors, LLC no RAUM | True Wealth Design, LLC independent RIA | Other | Jan 22, 2024 | Apr 10, 2024 (79 d) |
| Nicholas Lewandowski | Allegheny Investments independent RIA | True Wealth Design, LLC independent RIA | RIA to RIA | Sep 27, 2023 | Mar 21, 2024 (176 d) |
| William Campbell Ferber | Strategic Investment Solutions, Inc. independent RIA | True Wealth Design, LLC independent RIA | RIA to RIA | May 16, 2023 | Apr 6, 2023 |
| Audrey Elaine Petrus | Plans To Prosper,LLC unclassified | True Wealth Design, LLC independent RIA | Other | Feb 27, 2023 | Feb 24, 2023 |
| Aaron Winfield Seil | Seil Wealth Management, LLC unclassified | True Wealth Design, LLC independent RIA | Other | Oct 4, 2021 | Apr 27, 2021 |
| Ronald Paul Wyatt | United Capital Financial Advisors BD affiliated | True Wealth Design, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2020 | Nov 20, 2020 |
| Ryan Andrew Wyatt | Charles Schwab & Co., Inc. national BD | True Wealth Design, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2020 | Nov 20, 2020 |
| Jonathan Tyler Emrick | Strategic Advisers LLC national BD | True Wealth Design, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2018 | Jul 13, 2018 (49 d) |
| Richard Robert Eicheldinger | M&T Securities, Inc. unclassified | True Wealth Design, LLC independent RIA | Other | Apr 27, 2018 | Jul 16, 2018 (80 d) |
| Marissa Grace Beyer | Rav Financial other | True Wealth Design, LLC independent RIA | Other | Jul 7, 2015 | Mar 3, 2016 (240 d) |
| Jon David Heddleson | Vantage Financial Group, Inc. other | True Wealth Design, LLC independent RIA | Other | Oct 4, 2012 | Nov 14, 2012 (41 d) |
| Mark Thomas Kollar | Brokersxpress LLC other | True Wealth Design, LLC independent RIA | Other | Jul 7, 2010 | Jul 8, 2010 |
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13 moves match.