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 Alpha 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 |
|---|---|---|---|---|---|
| Justin Dale Young | Waddell & Reed other | Alpha Wealth Management, LLC other | Other | Dec 2, 2016 | Nov 21, 2016 |
| Maria Nancy Melecio | Waddell & Reed other | Alpha Wealth Management, LLC other | Other | Nov 13, 2015 | Nov 9, 2015 |
| Akram Anouar Tadlaoui | Waddell & Reed other | Alpha Wealth Management, LLC other | Other | Nov 11, 2014 | Nov 6, 2014 |
| Andrew Francis Kotyuk | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Alpha Wealth Management, LLC other | Other | Aug 19, 2011 | Dec 24, 2025 (5241 d) |
| James Paul Estes | Wedbush Securities Inc. other | Alpha Wealth Management, LLC other | Other | Jul 27, 2011 | Jul 22, 2011 |
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5 moves match.