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 Segment 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 |
|---|---|---|---|---|---|
| Garrett Ryan Hizer | Commonwealth Financial Network national BD | Segment Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Aug 31, 2026 (222 d) |
| William Kane Enszer | Sustainable Woodlands Partners, LLC asset manager | Segment Wealth Management, LLC independent RIA | Other | Feb 28, 2023 | Feb 5, 2025 (708 d) |
| Gil A Baumgarten | Concert Wealth Management other | Segment Wealth Management, LLC no RAUM | Other | Jul 15, 2013 | Aug 30, 2012 |
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3 moves match.