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 Tanager 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.

AdvisorFromToTypeLeftRegistered
Adam Jacques MitchellStrategic Advisers LLC national BDTanager Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2026Jul 7, 2026 (130 d)
Luke Andrew PapaeliasGessner Wealth Strategies LLC state registeredTanager Wealth Management independent RIAOtherDec 4, 2024Mar 27, 2025 (113 d)
Benjamin Mark PhillipsConnectus Wealth independent RIATanager Wealth Management independent RIARIA to RIAMay 24, 2023Jan 13, 2026 (965 d)
James HavellKestra Advisory Services, LLC BD affiliatedTanager Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2022Sep 1, 2022 (80 d)
Abbas Riyaz SomjiAltruvista LLC independent RIATanager Wealth Management mixed wealthRIA to RIAJul 3, 2018Feb 20, 2020 (597 d)
Luke Paul HarrisonPilotage Private Wealth Ag otherTanager Wealth Management independent RIAOtherApr 27, 2018Nov 6, 2024 (2385 d)
Patrick C MulhernUBS Financial Services Inc. wirehouseTanager Wealth Management mixed wealthWirehouse to independent RIAAug 11, 2017Nov 13, 2020 (1190 d)
Kyle William PettigroveWiley Group otherTanager Wealth Management mixed wealthOtherOct 12, 2016Aug 13, 2018 (670 d)
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8 moves match.