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 Waypoint Wealth Counsel 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 |
|---|---|---|---|---|---|
| Michael Hayes Rollauer | Arcus Capital Partners, LLC independent RIA | Waypoint Wealth Counsel LLC independent RIA | RIA to RIA | Mar 22, 2021 | May 20, 2021 (59 d) |
| Daniel Charles Hall | Nicholas Hoffman & Company, LLC independent RIA | Waypoint Wealth Counsel LLC independent RIA | RIA to RIA | Feb 1, 2021 | May 20, 2021 (108 d) |
| Matthew Darren Reams | Buckhead Capital Management, LLC mixed wealth | Waypoint Wealth Counsel LLC independent RIA | RIA to RIA | Aug 15, 2018 | Nov 13, 2018 (90 d) |
| Bradley Steven Mcgrew | Goepper Burkhardt LLC other | Waypoint Wealth Counsel LLC other | Other | Dec 31, 2014 | Jun 16, 2014 |
| Matthew Thomas Woods | Morgan Stanley wirehouse | Waypoint Wealth Counsel LLC other | Other | Jul 7, 2014 | Jun 20, 2014 |
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5 moves match.