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 Structured Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Paul William Manol | Bollin Wealth Management, LLC state registered | Structured Wealth Management, Inc. independent RIA | Other | Jan 31, 2021 | Jan 29, 2021 |
| Christopher Charles Wilson | Huntington Financial Advisors other | Structured Wealth Management, Inc. independent RIA | Other | Aug 1, 2014 | Mar 16, 2022 (2784 d) |
| Thomas Kessel Rogers | Obs Financial other | Structured Wealth Management, Inc. independent RIA | Other | Apr 22, 2008 | Mar 28, 2008 |
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3 moves match.