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 Generational Wealth, Inc.
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 |
|---|---|---|---|---|---|
| Robert Michael Fredrikson | Creative Financial Designs, Inc. BD affiliated | Generational Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Oct 2, 2025 |
| Randall Scott Nederveld | Nederveld Capital Management, LLC unclassified | Generational Wealth, Inc. independent RIA | Other | Aug 2, 2021 | Jul 6, 2021 |
| David Lee Wilson | First Allied Advisory Services, Inc. BD affiliated | Generational Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2020 | Nov 23, 2015 |
| Schyuler James Wilson | First Allied Advisory Services, Inc. BD affiliated | Generational Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2020 | May 17, 2016 |
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4 moves match.