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 Curry Webb 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 |
|---|---|---|---|---|---|
| David Gregory Stitt | Rejoyce Wealth Management unclassified | Curry Webb Wealth Management LLC independent RIA | Other | Dec 31, 2024 | Feb 2, 2024 |
| Robert Michael Curry | Cerity Partners Ocio LLC independent RIA | Curry Webb Wealth Management LLC independent RIA | RIA to RIA | Dec 17, 2021 | Dec 20, 2021 |
| David Stauffer Webb | Stancorp Investment Advisers, Inc. other | Curry Webb Wealth Management LLC independent RIA | Other | Apr 5, 2012 | Sep 19, 2013 (532 d) |
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3 moves match.