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 Reap In 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Hughes Petry | Calton & Associates, Inc. independent RIA | Reap In Wealth Management, LLC state registered | RIA to a state-registered adviser | Oct 29, 2018 | Nov 14, 2018 |
| Suzanna Camile Koizumi | Valic Financial Advisors, Inc. BD affiliated | Reap In Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 3, 2018 | Jan 1, 2026 (2708 d) |
| David Morgan | Brookstone Capital Management LLC other | Reap In Wealth Management, LLC state registered | Other | Sep 28, 2011 | Aug 15, 2011 |
| Mark Bernard Levin | Osaic Fa, Inc. other | Reap In Wealth Management, LLC state registered | Other | Apr 8, 2010 | Sep 25, 2020 (3823 d) |
| Carter Andrew Hatch | Curian Capital, LLC other | Reap In Wealth Management, LLC state registered | Other | Dec 17, 2004 | Jul 16, 2026 (7881 d) |
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5 moves match.