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 Rz Wealth
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 |
|---|---|---|---|---|---|
| Samuel Peter Varano | Areté unclassified | Rz Wealth independent RIA | Other | Apr 20, 2018 | Apr 24, 2018 |
| Bryan J Britchkow | Bb&T Investment Services, Inc. other | Rz Wealth other | Other | Oct 5, 2017 | Dec 8, 2017 (64 d) |
| Mathew Stephan Hammer | Wfg Advisors, LP other | Rz Wealth no RAUM | Other | Jul 14, 2016 | Sep 9, 2014 |
| Francis Joseph Haas | Wfg Advisors, LP other | Rz Wealth no RAUM | Other | Jul 14, 2016 | Sep 9, 2014 |
| Jason James Maile | Wfg Advisors, LP other | Rz Wealth no RAUM | Other | Jul 14, 2016 | Sep 9, 2014 |
| Michael Dominic Lovecchio | Wfg Advisors, LP other | Rz Wealth no RAUM | Other | Jul 14, 2016 | Sep 9, 2014 |
| Daniel P Vass | Wfg Advisors, LP other | Rz Wealth no RAUM | Other | May 6, 2015 | Sep 9, 2014 |
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7 moves match.