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 Alaska 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.

AdvisorFromToTypeLeftRegistered
Bryan LaubeKey Investment Services LLC BD affiliatedAlaska Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2026Sep 1, 2026
Matthew Robert KnellArbor Capital Management Inc independent RIAAlaska Wealth Advisors independent RIARIA to RIAJul 9, 2025Jul 17, 2025
Aracelis S BellElliott Cove Capital Management mixed wealthAlaska Wealth Advisors independent RIARIA to RIAJul 25, 2024Aug 19, 2024
Nicole Ponzio SquiresWells Fargo Advisors wirehouseAlaska Wealth Advisors independent RIAWirehouse to independent RIAJul 11, 2023Jul 18, 2023
Dave Mappala ValdezArbor Capital Management Inc independent RIAAlaska Wealth Advisors independent RIARIA to RIAFeb 1, 2023Jan 12, 2023
Wenwen DongValic Financial Advisors, Inc. BD affiliatedAlaska Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2020Jan 21, 2021 (35 d)
Nicholas Isaac CohenCuna Brokerage Services, Inc. BD affiliatedAlaska Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2019Jun 21, 2019
Marietta Obyrne HallOsaic Fa, Inc. otherAlaska Wealth Advisors otherOtherOct 19, 2016Oct 19, 2016
Laura Gerber BruceAlaska Permanent Capital Management, LLC otherAlaska Wealth Advisors no RAUMOtherFeb 12, 2015Feb 12, 2015
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9 moves match.