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 Redwood Wealth Management Group, 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
Michael David YoungEagle Strategies LLC BD affiliatedRedwood Wealth Management Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2024Apr 4, 2024
Ann Schnorr MonaghanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRedwood Wealth Management Group, LLC independent RIAWirehouse to independent RIAJan 30, 2019Aug 28, 2019 (210 d)
Jeffrey Allen LeberRubicon Wealth Management, LLC otherRedwood Wealth Management Group, LLC otherOtherOct 12, 2016Jul 1, 2016
William Sapp MerrikenLane Hipple - Wealth Management Group otherRedwood Wealth Management Group, LLC otherOtherSep 28, 2016Dec 14, 2016 (77 d)
Vaughn Raye SchillLane Hipple - Wealth Management Group otherRedwood Wealth Management Group, LLC otherOtherFeb 22, 2016Mar 10, 2016
Samuel Clay BridgersLane Hipple - Wealth Management Group otherRedwood Wealth Management Group, LLC no RAUMOtherDec 22, 2015Dec 4, 2015
Joshua WoodfordLane Hipple - Wealth Management Group otherRedwood Wealth Management Group, LLC no RAUMOtherDec 22, 2015Nov 25, 2015
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7 moves match.