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 Iron Gate Wealth 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 |
|---|---|---|---|---|---|
| Addison G. Fluent | Premier Wealth Management, LLC unclassified | Iron Gate Wealth Advisors, LLC state registered | Other | Mar 26, 2026 | Jan 10, 2017 |
| Addison G. Fluent | Premier Wealth Management, LLC unclassified | Iron Gate Wealth Advisors, LLC state registered | Other | Dec 31, 2016 | Nov 8, 2011 |
| Joshua David Petrusko | MML Investors Services, LLC other | Iron Gate Wealth Advisors, LLC state registered | Other | Oct 21, 2011 | Nov 8, 2011 |
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3 moves match.