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 Silverlake 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 |
|---|---|---|---|---|---|
| Hans Frederick Smith | One Day In July LLC independent RIA | Silverlake Wealth Management LLC independent RIA | RIA to RIA | Jun 5, 2025 | Jun 18, 2025 |
| Ryan J Bergmann | Morgan Stanley wirehouse | Silverlake Wealth Management LLC independent RIA | Wirehouse to independent RIA | Dec 16, 2022 | Jan 16, 2025 (762 d) |
| Richard Joseph Briand | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 10, 2012 |
| Theodore Martin Riehle | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 10, 2012 |
| Jeffrey Donald Steele | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 10, 2012 |
| Thomas Joseph Golonka | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 10, 2012 |
| Derek Guy Eddy | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 18, 2012 |
| Robert William Eddy | Wells Fargo Advisors wirehouse | Silverlake Wealth Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 7, 2012 | Dec 10, 2012 |
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8 moves match.