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 Centerline 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 |
|---|---|---|---|---|---|
| Thomas Teal | The Gleason Group, Inc. independent RIA | Centerline Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 30, 2022 | Jul 21, 2022 (113 d) |
| Jeffrey Allen Wood | Nationwide Investment Advisors, LLC BD affiliated | Centerline Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2019 | Apr 18, 2025 (2214 d) |
| Matthew Charles Hunt | UBS Financial Services Inc. wirehouse | Centerline Wealth Advisors, LLC no RAUM | Other | Feb 4, 2015 | Jan 23, 2015 |
| Andrew William Arnold | UBS Financial Services Inc. wirehouse | Centerline Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Feb 3, 2015 | Dec 5, 2019 (1766 d) |
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4 moves match.