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 Powell 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 |
|---|---|---|---|---|---|
| Madison Alayna Dunn | Nuveen Asset Management, LLC mixed wealth | Powell Wealth independent RIA | RIA to RIA | Dec 2, 2024 | Feb 20, 2025 (80 d) |
| Jonathan Ament | Raymond James & Associates, Inc. national BD | Powell Wealth other | Other | Dec 7, 2016 | Mar 15, 2017 (98 d) |
| David Lemal Powell | Network Planning Advisors, L.L.C. unclassified | Powell Wealth other | Other | Jan 31, 2006 | Oct 15, 2007 (622 d) |
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3 moves match.