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 Dynamic Wealth Advisors
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 |
|---|---|---|---|---|---|
| Gary Lynn Luna | Kms Financial Services, Inc other | Dynamic Wealth Advisors independent RIA | Other | Jul 1, 2014 | Jan 5, 2015 (188 d) |
| Adam Charles Carlini | Kms Financial Services, Inc other | Dynamic Wealth Advisors independent RIA | Other | Dec 31, 2013 | Jan 3, 2014 |
| Grant Stephen Hadden | Kms Financial Services, Inc other | Dynamic Wealth Advisors independent RIA | Other | Dec 31, 2013 | Jul 18, 2014 (199 d) |
| John Reed Sperry | Park Avenue Securities LLC other | Dynamic Wealth Advisors independent RIA | Other | Sep 23, 2013 | Oct 1, 2024 (4026 d) |
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4 moves match.