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 Rwa Advisors
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 |
|---|---|---|---|---|---|
| John James Devaney | Primerica Advisors national BD | Rwa Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2024 | Feb 20, 2024 |
| Eric Donner | Valmark Advisers, Inc. other | Rwa Advisors independent RIA | Other | Dec 31, 2016 | Aug 2, 2011 |
| Robert Scott Rubin | Valmark Advisers, Inc. other | Rwa Advisors mixed wealth | Other | Dec 4, 2012 | Dec 23, 2025 (4767 d) |
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3 moves match.