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 Tencap Wealth Coaching
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 |
|---|---|---|---|---|---|
| Raymond Joseph German | German Wealth unclassified | Tencap Wealth Coaching no RAUM | Other | Jun 12, 2026 | Apr 8, 2024 |
| Dalton Kaoao` Forsythe | Freedom Financial Coaching, LLC unclassified | Tencap Wealth Coaching no RAUM | Other | Oct 31, 2025 | Mar 4, 2024 |
| Bonita Kay Bell-Andersen | Freedom Financial Coaching, LLC unclassified | Tencap Wealth Coaching no RAUM | Other | Jan 8, 2024 | Feb 6, 2024 |
| John Dwyer | Freedom Financial Coaching, LLC unclassified | Tencap Wealth Coaching no RAUM | Other | Jan 8, 2024 | Apr 24, 2024 (107 d) |
| Rock Winchester Allen | Evident Wealth unclassified | Tencap Wealth Coaching no RAUM | Other | Dec 31, 2019 | Jan 21, 2020 |
| Gregory Dunn Black | Park Avenue Securities LLC other | Tencap Wealth Coaching no RAUM | Other | Feb 6, 2013 | Feb 6, 2013 |
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6 moves match.