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 Logic 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 |
|---|---|---|---|---|---|
| Hong Quoc Tran | Origin Investment Advisory LLC independent RIA | Logic Wealth Management, LLC independent RIA | RIA to RIA | Mar 10, 2023 | Mar 30, 2026 (1116 d) |
| Philip Benjamin Comer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Logic Wealth Management, LLC independent RIA | Wirehouse to independent RIA | May 25, 2018 | Aug 7, 2020 (805 d) |
| David Hong Chung | Wealth Management Coach, LLC. unclassified | Logic Wealth Management, LLC independent RIA | Other | Nov 9, 2010 | Jun 24, 2010 |
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3 moves match.