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 Silicon Hills Wealth Management
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 |
|---|---|---|---|---|---|
| Larry Dean Rogers | Tpb Wealth Advisors, LLC independent RIA | Silicon Hills Wealth Management independent RIA | RIA to RIA | Sep 8, 2020 | Sep 22, 2020 |
| Richard Scott Wimmer | Buckingham Strategic Wealth, LLC independent RIA | Silicon Hills Wealth Management independent RIA | RIA to RIA | Aug 8, 2018 | May 5, 2021 (1001 d) |
| Linda Lim Yang | Captrust other | Silicon Hills Wealth Management independent RIA | Other | Aug 4, 2017 | Jun 15, 2018 (315 d) |
| James Allen Werner | Fsc Securities Corporation other | Silicon Hills Wealth Management other | Other | Mar 25, 2013 | Jan 8, 2013 |
| Glenda Marie Molina | Fsc Securities Corporation other | Silicon Hills Wealth Management other | Other | Mar 25, 2013 | Apr 2, 2014 (373 d) |
| Thomas William Brown | Fsc Securities Corporation other | Silicon Hills Wealth Management other | Other | Mar 25, 2013 | Jan 14, 2013 |
| Pamela Heidi Friedman | Capital Analysts other | Silicon Hills Wealth Management other | Other | Feb 7, 2013 | Feb 6, 2013 |
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7 moves match.