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 Ironwood Financial, 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.

AdvisorFromToTypeLeftRegistered
Darren Grant HesselinkWealth Watch Advisors, Inc independent RIAIronwood Financial, LLC independent RIARIA to RIAJul 12, 2023Feb 19, 2026 (953 d)
David A. NiichelTci Wealth Advisors, Inc. independent RIAIronwood Financial, LLC independent RIARIA to RIADec 11, 2020Dec 10, 2020
Daniel Shay NentlNext Financial Group, Inc. otherIronwood Financial, LLC otherOtherSep 4, 2014Oct 8, 2009
Alexander Devereaux ParrsNext Financial Group, Inc. otherIronwood Financial, LLC otherOtherSep 4, 2014Oct 8, 2009
Robin Rodgers DolezalNext Financial Group, Inc. otherIronwood Financial, LLC otherOtherSep 4, 2014Oct 8, 2009
David Cunningham RenziNext Financial Group, Inc. otherIronwood Financial, LLC otherOtherSep 4, 2014Mar 31, 2014
Richard Erik WagnerNext Financial Group, Inc. otherIronwood Financial, LLC otherOtherDec 3, 2013Jul 31, 2013
Cean Nicholas Kenefick-RogersMarathon Advisors, Inc unclassifiedIronwood Financial, LLC otherOtherJun 5, 2006Oct 16, 2009 (1229 d)
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8 moves match.