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 Manske 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 |
|---|---|---|---|---|---|
| Dylan Walther | Tip Group LLC state registered | Manske Wealth Management, LLC independent RIA | Other | Mar 18, 2026 | Feb 24, 2026 |
| Thao T Ho | MML Investors Services, LLC BD affiliated | Manske Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2024 | Jun 28, 2024 |
| Jorge Armando Salinas | Financial Synergies independent RIA | Manske Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2022 | Jun 16, 2023 (351 d) |
| Christopher Robert Manske | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Manske Wealth Management, LLC other | Other | Sep 4, 2012 | Aug 31, 2012 |
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4 moves match.