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 Aldrich Wealth LP

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
Jarrod Taylor BrooksherSchwab Wealth Advisory, Inc. no RAUMAldrich Wealth LP independent RIAOtherJun 25, 2025Jun 27, 2025
Tavin Logan BlairAdero Partners, LLC independent RIAAldrich Wealth LP independent RIARIA to RIAFeb 6, 2025Sep 8, 2026 (579 d)
Camille Joanne BouvetOrigin Investment Advisory LLC independent RIAAldrich Wealth LP independent RIARIA to RIAFeb 2, 2024Feb 7, 2024
Thomas ElliotM Holdings Securities, Inc. BD affiliatedAldrich Wealth LP independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2023Sep 20, 2023
Jorge Luis RosasBrighton Jones LLC independent RIAAldrich Wealth LP independent RIARIA to RIAJun 12, 2023Jun 2, 2023
Christopher Stewart McnabbParcion Private Wealth LLC independent RIAAldrich Wealth LP independent RIARIA to RIAApr 3, 2023Apr 13, 2023
Joseph Edward StraussMariner BD affiliatedAldrich Wealth LP independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2022Dec 13, 2022
Clarissa Sandrine TawelTru Independence Asset Management 2, LLC independent RIAAldrich Wealth LP independent RIARIA to RIAOct 11, 2022Jan 19, 2023 (100 d)
Luan Drosso DollensM Holdings Securities, Inc. BD affiliatedAldrich Wealth LP independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2022May 5, 2022
Miles Panako LewisTru Independence Asset Management, LLC independent RIAAldrich Wealth LP independent RIARIA to RIAMay 11, 2022May 13, 2022
Matthew Alfonso CasaticoAmeritas Advisory Services, LLC BD affiliatedAldrich Wealth LP independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Feb 24, 2022
David Teninty ClawsonTd Ameritrade, Inc. no RAUMAldrich Wealth LP independent RIAOtherJan 11, 2021Oct 20, 2021 (282 d)
Erik Kristopher StrongTd Ameritrade, Inc. no RAUMAldrich Wealth LP mixed wealthOtherJan 11, 2021Feb 18, 2021 (38 d)
Cynthia Edythe GatlinCmg Capital Management Group, Inc. mixed wealthAldrich Wealth LP independent RIARIA to RIAOct 22, 2020Feb 15, 2024 (1211 d)
Taylor Winston Hindle"Tate Asset Management" And "Dco Wealth Management" independent RIAAldrich Wealth LP independent RIARIA to RIASep 24, 2020Mar 31, 2021 (188 d)
Susannah Terrell StuckeyCharles Schwab & Co., Inc. national BDAldrich Wealth LP mixed wealthAffiliated broker-dealer or bank to independent RIANov 21, 2019Nov 19, 2019
Tyler P ConroyCharles Schwab & Co., Inc. national BDAldrich Wealth LP mixed wealthAffiliated broker-dealer or bank to independent RIASep 15, 2019Sep 18, 2019
Thomas Edward GilbersStifel, Nicolaus & Company, Incorporated national BDAldrich Wealth LP mixed wealthAffiliated broker-dealer or bank to independent RIAAug 7, 2019Jan 15, 2020 (161 d)
Casey Alan MckillipNorthwest Capital Management Inc. otherAldrich Wealth LP otherOtherSep 29, 2017Jul 14, 2017
Amy Barbara BarnesAdvice And Planning Services otherAldrich Wealth LP otherOtherMay 25, 2016Jun 28, 2016 (34 d)
Brandon Geoffry KurzDragon Financial Group otherAldrich Wealth LP otherOtherFeb 22, 2016Mar 7, 2016
Jeffrey A ClarkAmeriprise Financial Services, LLC national BDAldrich Wealth LP otherOtherSep 14, 2015Sep 16, 2015
Grant Allan WebsterUnited Capital Financial Advisors otherAldrich Wealth LP otherOtherApr 3, 2012Feb 21, 2012
Amelia Christine GasparyWells Fargo Investments, LLC unclassifiedAldrich Wealth LP otherOtherJan 3, 2011Jun 27, 2014 (1271 d)
Neil PleinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAldrich Wealth LP otherOtherNov 24, 2010Jun 3, 2013 (922 d)
Kevin Scott BarchusAkt Wealth Advisors, LP unclassifiedAldrich Wealth LP independent RIAOtherJul 9, 2008Nov 11, 2024 (5969 d)
Darin Earl RichardsAkt Wealth Advisors, LP unclassifiedAldrich Wealth LP otherOtherJul 9, 2008Jun 19, 2008
Heather M.K. WonderlyAkt Wealth Advisors, LP unclassifiedAldrich Wealth LP otherOtherJul 9, 2008Jun 23, 2008
Abbey RollinsAkt Wealth Advisors, LP unclassifiedAldrich Wealth LP otherOtherJul 9, 2008Jun 19, 2008
Carl James PinkardAkt Wealth Advisors, LP unclassifiedAldrich Wealth LP otherOtherJul 9, 2008Jun 10, 2008
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30 moves match.