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 Wealthpoint Advisors 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 |
|---|---|---|---|---|---|
| Matthew Patrick Holmes | Thrivent Investment Management Inc. BD affiliated | Wealthpoint Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | May 10, 2024 (70 d) |
| Bryan Robert Byrer | J.P. Morgan Securities LLC wirehouse | Wealthpoint Advisors LLC independent RIA | Wirehouse to independent RIA | Jun 9, 2023 | Dec 18, 2023 (192 d) |
| Daniel Alexander Perkins | Buckingham Strategic Wealth, LLC other | Wealthpoint Advisors LLC other | Other | Jun 14, 2017 | Mar 29, 2017 |
| Stephanie Lynn Willison | Pile Wealth Management other | Wealthpoint Advisors LLC other | Other | Oct 20, 2009 | Sep 25, 2009 |
| Brent Walker | Pile Wealth Management other | Wealthpoint Advisors LLC other | Other | Dec 31, 2002 | Sep 25, 2009 (2460 d) |
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5 moves match.