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 Marietta 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.

AdvisorFromToTypeLeftRegistered
Pierre Leon SoreeRedwood Wealth Management, LLC independent RIAMarietta Wealth Management, LLC independent RIARIA to RIANov 1, 2021Dec 2, 2021 (31 d)
Cara Powell MarinovichOakbridge Partners, Ltd. independent RIAMarietta Wealth Management, LLC independent RIARIA to RIAOct 25, 2018Mar 13, 2019 (139 d)
Stephen Alan MichaelHenssler Financial otherMarietta Wealth Management, LLC otherOtherJan 15, 2016Jan 14, 2016
Benjamin Harrington CroweHenssler Financial otherMarietta Wealth Management, LLC no RAUMOtherNov 11, 2015Nov 12, 2015
Scott Lewis KellerHenssler Financial otherMarietta Wealth Management, LLC no RAUMOtherOct 27, 2015Oct 20, 2015
Wesley Neal HackneyHenssler Financial otherMarietta Wealth Management, LLC no RAUMOtherOct 27, 2015Oct 20, 2015
Charles Betts HollowayHenssler Financial otherMarietta Wealth Management, LLC no RAUMOtherOct 27, 2015Oct 21, 2015
John R MasseyMML Investors Services, LLC otherMarietta Wealth Management, LLC independent RIAOtherJun 25, 2013Mar 4, 2020 (2444 d)
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8 moves match.