DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Redwood Wealth Management, 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 |
|---|---|---|---|---|---|
| Jared Loren Kohlenberg | Morgan Stanley wirehouse | Redwood Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 29, 2023 | Dec 16, 2024 (444 d) |
| Daniel Robinson Preslar | LPL Financial LLC other | Redwood Wealth Management, LLC independent RIA | Other | Apr 24, 2015 | Apr 20, 2015 |
| Benjamin Asher Lincoln | LPL Financial LLC other | Redwood Wealth Management, LLC independent RIA | Other | Dec 18, 2014 | Nov 19, 2014 |
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3 moves match.