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 Willamette Financial Advisors, 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
Jeffrey GaleBlue Water Wealth independent RIAWillamette Financial Advisors, LLC independent RIARIA to RIADec 31, 2020Jan 4, 2021
Steven Jay SilverCentaurus Financial, Inc. otherWillamette Financial Advisors, LLC independent RIAOtherDec 31, 2017Jan 7, 2015
James Michael JonesSagepoint Financial, Inc. otherWillamette Financial Advisors, LLC independent RIAOtherDec 31, 2014Jan 7, 2015
Stephen Daunt DunneSagepoint Financial, Inc. otherWillamette Financial Advisors, LLC independent RIAOtherDec 31, 2014Jan 7, 2015
Richard F SteronkoSagepoint Financial, Inc. otherWillamette Financial Advisors, LLC independent RIAOtherDec 31, 2014Jan 1, 2025 (3654 d)
Elizabeth Anne BarryIntegral Financial Solutions, LLC otherWillamette Financial Advisors, LLC independent RIAOtherAug 31, 2012Oct 21, 2022 (3703 d)
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6 moves match.