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 Genesis 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.

AdvisorFromToTypeLeftRegistered
Adrian BaldeonRwa Wealth Partners independent RIAGenesis Wealth Advisors, LLC independent RIARIA to RIAFeb 21, 2023Mar 13, 2023
Nicholas L.M. De PeysterGenesis Capital Advisors, Inc. otherGenesis Wealth Advisors, LLC otherOtherJul 24, 2012Aug 3, 2011
Bradley David TowleGenesis Capital Advisors, Inc. otherGenesis Wealth Advisors, LLC otherOtherFeb 29, 2012Sep 21, 2011
Paul Francis DuvalCommonwealth Financial Network national BDGenesis Wealth Advisors, LLC otherOtherDec 31, 2002Aug 3, 2011 (3137 d)
Arthur Michael DebenedictisCommonwealth Financial Network national BDGenesis Wealth Advisors, LLC otherOtherDec 31, 2002Aug 3, 2011 (3137 d)
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5 moves match.