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 Peterson Wealth Advisors, 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
Zachary Lee SwensonParagon Wealth Management independent RIAPeterson Wealth Advisors, LLC independent RIARIA to RIAMar 2, 2023Mar 17, 2023
Kaden Verl WatersFidelity Personal And Workplace Advisors BD affiliatedPeterson Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2023Mar 17, 2023
David MawhinneyVanguard Advisers, Inc. BD affiliatedPeterson Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2021Jun 9, 2021
Carson Dale JohnsonFirst Financial Advisors unclassifiedPeterson Wealth Advisors, LLC independent RIAOtherJun 9, 2020Jun 30, 2020
Alexander Parkinson CallDrive Wealth Advisers independent RIAPeterson Wealth Advisors, LLC independent RIARIA to RIAOct 1, 2018Oct 15, 2018
Scott Martin PetersonSecurities America Advisors, Inc. otherPeterson Wealth Advisors, LLC otherOtherMar 20, 2008Mar 20, 2008
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6 moves match.