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 Wacker Wealth Partners, 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 |
|---|---|---|---|---|---|
| Norman Dillon Mcgill | Parkside Advisors LLC independent RIA | Wacker Wealth Partners, LLC independent RIA | RIA to RIA | Feb 3, 2020 | Mar 18, 2020 (44 d) |
| Louis Truman Summer | Taylor Frigon Capital Management LLC independent RIA | Wacker Wealth Partners, LLC independent RIA | RIA to RIA | Dec 18, 2018 | Feb 25, 2021 (800 d) |
| Patrick Colm O'Hara | Rew Inc. unclassified | Wacker Wealth Partners, LLC other | Other | Feb 5, 2008 | Jan 24, 2008 |
| Matthew Randall Wilson | Rew Inc. unclassified | Wacker Wealth Partners, LLC other | Other | Feb 5, 2008 | Jan 24, 2008 |
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4 moves match.