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 Decker 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 |
|---|---|---|---|---|---|
| Trent Coleman Green | Robinson Investment Group Inc independent RIA | Decker Wealth Management, LLC independent RIA | RIA to RIA | Feb 2, 2022 | Feb 26, 2021 |
| Mechel Kennedy Frost | UBS Financial Services Inc. wirehouse | Decker Wealth Management, LLC other | Other | Jan 12, 2011 | Jan 5, 2011 |
| Valerie Marie Wilson | Stanford Group Company unclassified | Decker Wealth Management, LLC other | Other | Mar 31, 2009 | Apr 23, 2009 |
| William Shannon Decker | Stanford Group Company unclassified | Decker Wealth Management, LLC other | Other | Mar 31, 2009 | Apr 23, 2009 |
| Elizabeth Rutland Newman | Banc Of America Investment Services, Inc. unclassified | Decker Wealth Management, LLC independent RIA | Other | Jan 3, 2005 | Mar 10, 2021 (5910 d) |
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5 moves match.