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 Betterwealth 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 |
|---|---|---|---|---|---|
| Jesse Orin Lownsbury | Modern Wealth Management, LLC independent RIA | Betterwealth LLC independent RIA | RIA to RIA | Jun 13, 2025 | Jul 1, 2025 |
| Andrew Lane Howard | Edward Jones national BD | Betterwealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2017 | Sep 25, 2024 (2619 d) |
| Winfield Scott Stauffer | Wealth Design, LLC other | Betterwealth LLC independent RIA | Other | Jul 1, 2015 | Apr 5, 2019 (1374 d) |
| Suzanne H Cox | Ameriprise Financial Services, LLC national BD | Betterwealth LLC other | Other | Jul 17, 2014 | Sep 16, 2015 (426 d) |
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4 moves match.