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 Foundation 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 |
|---|---|---|---|---|---|
| Burwell Loran Hutchinson | Integrated Wealth Advisors, LLC independent RIA | Foundation Wealth Management, LLC independent RIA | RIA to RIA | Jul 12, 2024 | Jul 2, 2024 |
| Owen Michael Brown | Equitable Advisors, LLC national BD | Foundation Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2023 | Feb 6, 2024 (47 d) |
| Paul Andrew Laviola | Rtd Financial Advisors Inc other | Foundation Wealth Management, LLC independent RIA | Other | Aug 19, 2013 | Aug 16, 2013 |
| Stephen Mark Mcdade | Rtd Financial Advisors Inc other | Foundation Wealth Management, LLC independent RIA | Other | Aug 19, 2013 | Jan 2, 2014 (136 d) |
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4 moves match.