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 Teeple Snyder Newsome Wealth & Tax Management
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 |
|---|---|---|---|---|---|
| Richard Lee Elsbury | Edward Jones national BD | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Dec 18, 2025 |
| Marcus Elliot Rose | Fidelity Personal And Workplace Advisors BD affiliated | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2025 | Mar 6, 2025 |
| Mark G Olsen | Avantax Advisory Services other | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Other | Aug 17, 2017 | Aug 15, 2017 |
| Matthew Joel Teeple | A. G. Edwards & Sons, Inc. unclassified | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Other | Sep 27, 2006 | Jul 1, 2008 (643 d) |
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4 moves match.