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 Steel Tower Investments

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
Bradford William HessLevy Wealth Management Group independent RIASteel Tower Investments independent RIARIA to RIASep 5, 2023Sep 20, 2023
Saundra Jane Gibson GenoniWick Capital Partners, LLC independent RIASteel Tower Investments independent RIARIA to RIADec 13, 2022Jan 3, 2023
Kimberly Martina GannisPrimesolutions Advisors, LLC otherSteel Tower Investments independent RIAOtherOct 8, 2015Aug 26, 2013
Kenneth Lynn UrishOakmont Capital Management, LLC otherSteel Tower Investments independent RIAOtherMar 27, 2013Aug 26, 2013 (152 d)
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4 moves match.