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 1900 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 |
|---|---|---|---|---|---|
| Austin Brannon Kroll | Frost Investment Services BD affiliated | 1900 Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2025 | Mar 9, 2025 (33 d) |
| Jessica Driscoll Drought | M Capital Advisors independent RIA | 1900 Wealth mixed wealth | RIA to RIA | Jan 13, 2023 | Feb 14, 2023 (32 d) |
| Richard Rolle Dullnig | Ameriprise Financial Services, LLC national BD | 1900 Wealth mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2021 | Oct 5, 2021 |
| Melissa Torres Anderson | Meritage Capital other | 1900 Wealth independent RIA | Other | Jun 13, 2012 | Aug 29, 2024 (4460 d) |
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4 moves match.