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 Quest 10 Wealth Builders, Inc.
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 |
|---|---|---|---|---|---|
| Andrew Dixon Davenport | Park Avenue Securities LLC BD affiliated | Quest 10 Wealth Builders, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2025 | Jul 2, 2025 |
| Gerrit Dirkse Van Schalkwyk | Family Legacy Financial Solutions, LLC independent RIA | Quest 10 Wealth Builders, Inc. independent RIA | RIA to RIA | Jan 26, 2022 | Mar 14, 2022 (47 d) |
| Kenneth Darrell Stephenson | Horter Investment Management, LLC other | Quest 10 Wealth Builders, Inc. independent RIA | Other | Sep 2, 2010 | Sep 2, 2010 |
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3 moves match.