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 Teamwork Financial 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
Russell Drake ThammRebel Financial, LLC independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIANov 3, 2025Nov 26, 2025
Tanner J. FriesenhahnLPL Financial LLC BD affiliatedTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2024Dec 20, 2024
Hany H AhmadAmeriprise Financial Services, LLC national BDTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2024Sep 6, 2024
Meagan Moe NieseVanguard Advisers, Inc. BD affiliatedTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2022Feb 11, 2022
William Scott PerryIntrua Financial independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIAMay 15, 2020May 15, 2020
Andrew James HuberIntrua Financial independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIAMay 15, 2020May 15, 2020
Jorge Arturo CruzEdward Jones national BDTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2020Feb 20, 2020
Michael Samuel SrulowitzFirst Command Advisory Services BD affiliatedTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2019Aug 9, 2019
Michael Francisco GaonaFirst Command Advisory Services BD affiliatedTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2019Aug 12, 2019
Michael Anthony WaltersFirst Command Advisory Services BD affiliatedTeamwork Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2019Aug 10, 2019
Marlon Eduardo "Eddie" ZavalaLPL Financial LLC independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIADec 31, 2017May 15, 2020 (866 d)
Jason Robert OdetteCurian Capital, LLC otherTeamwork Financial Advisors, LLC independent RIAOtherNov 8, 2013Dec 2, 2013
Jeffrey Allen WrightSignator Financial Services, Inc. otherTeamwork Financial Advisors, LLC independent RIAOtherOct 2, 2013Aug 25, 2023 (3614 d)
Douglas Ronald MoeQuestar Asset Management, Inc. otherTeamwork Financial Advisors, LLC independent RIAOtherSep 19, 2012Oct 1, 2012
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14 moves match.