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 Councilor Wealth 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.

AdvisorFromToTypeLeftRegistered
Steven SchleupnerYou Tree, LLC unclassifiedCouncilor Wealth LLC independent RIAOtherSep 8, 2025Sep 1, 2025
Drew Michael CulverKestra Advisory Services, LLC BD affiliatedCouncilor Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jul 30, 2025
Abbie Niehoff FrishmanCouncilor, Buchanan & Mitchell, P. C. (Cbm) no RAUMCouncilor Wealth LLC independent RIAOtherJan 3, 2025Apr 3, 2024
Stephanie Lynn AndersonMariner BD affiliatedCouncilor Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 11, 2023Jan 16, 2024 (36 d)
Gregory Michael EstesAugustine Asset Management Inc independent RIACouncilor Wealth LLC independent RIARIA to RIASep 27, 2023Nov 20, 2023 (54 d)
Charles Victor KimmelSpc Financial Inc independent RIACouncilor Wealth LLC independent RIARIA to RIASep 15, 2023Jan 28, 2026 (866 d)
Debora Ellen MayMay & Barnhard, Pc unclassifiedCouncilor Wealth LLC otherOtherDec 14, 2018May 12, 2015
Jane Ochsman RownyMay & Barnhard, Pc unclassifiedCouncilor Wealth LLC otherOtherDec 14, 2018Oct 8, 2014
Wendy Marie MoyersLinden Oak Wealth Partners LLC unclassifiedCouncilor Wealth LLC otherOtherOct 11, 2017Sep 12, 2017
Page 1 of 1
9 moves match.