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 Interwealth 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 |
|---|---|---|---|---|---|
| Lauren Ryan | Vanguard Advisers, Inc. BD affiliated | Interwealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Jan 18, 2024 |
| Jessi Ringo Andrews | New Frontier Advisors, LLC asset manager | Interwealth Management, LLC independent RIA | Other | Apr 17, 2023 | Jun 12, 2023 (56 d) |
| Kevin Todd Canterbury | Rich Goldman Asset Mgmt, LLC other | Interwealth Management, LLC independent RIA | Other | Apr 8, 2011 | May 6, 2011 |
| Denis J Ryan | Rich Goldman Asset Mgmt, LLC other | Interwealth Management, LLC independent RIA | Other | Apr 6, 2011 | Apr 12, 2011 |
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4 moves match.