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 Diversify Wealth Management 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.

AdvisorFromToTypeLeftRegistered
Derek Paul FarleyBlue Barn Wealth independent RIADiversify Wealth Management LLC independent RIARIA to RIADec 21, 2022Sep 26, 2022
Cole D Tyler EinersonTd Ameritrade Investment Management, LLC independent RIADiversify Wealth Management LLC independent RIARIA to RIANov 18, 2021Jan 26, 2022 (69 d)
Celeste Perian KennardMedicus Wealth Planning, Inc. independent RIADiversify Wealth Management LLC independent RIARIA to RIAAug 4, 2021Sep 7, 2021 (34 d)
Derek Ezra TanuvasaFidelity Personal And Workplace Advisors BD affiliatedDiversify Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2021May 4, 2021
Nicholas Brian SteckleinThreadline Wealth independent RIADiversify Wealth Management LLC independent RIARIA to RIAFeb 25, 2020Feb 27, 2020
Russell Boyd ButlerOneamerica Securities, Inc. otherDiversify Wealth Management LLC otherOtherJun 25, 2012Jul 5, 2012
Daniel James LukeAilsa Capital, Inc. independent RIADiversify Wealth Management LLC otherOtherAug 26, 2011Oct 17, 2011 (52 d)
Ryan Omer SmithAilsa Capital, Inc. independent RIADiversify Wealth Management LLC otherOtherAug 26, 2011Oct 11, 2011 (46 d)
Timothy Kirkpatrick WhippleCambridge Investment Research Advisors, Inc. otherDiversify Wealth Management LLC otherOtherJul 24, 2008Jan 23, 2008
Kenneth G. BownCambridge Investment Research Advisors, Inc. otherDiversify Wealth Management LLC otherOtherJul 24, 2008Jan 23, 2008
Adam Nathan TaylorCambridge Investment Research Advisors, Inc. otherDiversify Wealth Management LLC otherOtherMay 16, 2008Jan 23, 2008
James E SpainhowerCambridge Investment Research Advisors, Inc. otherDiversify Wealth Management LLC otherOtherMay 16, 2008Jan 23, 2008
Jason Lee McmullinCambridge Investment Research Advisors, Inc. otherDiversify Wealth Management LLC otherOtherMay 16, 2008Jan 23, 2008
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13 moves match.