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 Premier Wealth Partners, 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 |
|---|---|---|---|---|---|
| Nathan Todd Lowther | Edward Jones national BD | Premier Wealth Partners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 12, 2026 | Jan 9, 2026 |
| Gene Alan Potes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Premier Wealth Partners, LLC state registered | Wirehouse to a state-registered adviser | May 18, 2016 | Jul 26, 2019 (1164 d) |
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2 moves match.