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 Solutions 4 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 |
|---|---|---|---|---|---|
| Hunter David Wright | Fidelity Personal And Workplace Advisors BD affiliated | Solutions 4 Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Jan 14, 2025 (71 d) |
| Suzanne Marie Fitzgerald | Exencial Wealth Advisors independent RIA | Solutions 4 Wealth other | Other | Feb 19, 2019 | Apr 29, 2019 (69 d) |
| Patrick Dennis Combs | Westpark Wealth Advisors, Inc. other | Solutions 4 Wealth other | Other | Apr 26, 2016 | Apr 27, 2016 |
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3 moves match.