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 Red Door 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.

AdvisorFromToTypeLeftRegistered
Connor WrightStephens BD affiliatedRed Door Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2024Jan 9, 2026 (585 d)
Jonathan David StambaughRaymond James & Associates, Inc. national BDRed Door Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2022Sep 1, 2022
Peyton Welby KlawinskiStephens BD affiliatedRed Door Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2021Oct 8, 2021 (66 d)
Katie Ilene KingsmanEdward Jones national BDRed Door Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2021Aug 18, 2021
John Carter GiovannettiDuncan Williams Asset Management, LLC independent RIARed Door Wealth Management, LLC independent RIARIA to RIAApr 18, 2018Apr 16, 2018
William Daniel AllenLPL Financial LLC otherRed Door Wealth Management, LLC otherOtherAug 14, 2015Jul 9, 2015
John PhillipsWaddell & Associates Inc otherRed Door Wealth Management, LLC otherOtherMar 3, 2010May 25, 2010 (83 d)
Celeste Diane PryorLegacy Wealth Management, LLC otherRed Door Wealth Management, LLC independent RIAOtherAug 25, 2009Jan 6, 2023 (4882 d)
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8 moves match.