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 Tower Wealth Managers
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 |
|---|---|---|---|---|---|
| Andrew Brandt Bradshaw | Creative Planning independent RIA | Tower Wealth Managers other | Other | Dec 18, 2018 | Dec 26, 2018 |
| Christopher Alan Wolff | Copper Financial other | Tower Wealth Managers other | Other | Dec 6, 2016 | Jan 16, 2018 (406 d) |
| Carey Bret Morrison | Country Club Financial Services, Inc. other | Tower Wealth Managers other | Other | Jan 2, 2014 | Nov 18, 2011 |
| William Edward Koehler | Etf Portfolio Partners, Inc. other | Tower Wealth Managers other | Other | Jan 23, 2012 | Feb 27, 2012 (35 d) |
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4 moves match.