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 Riverwater Partners 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 |
|---|---|---|---|---|---|
| Brian J Gigl | Johnson Wealth Inc. mixed wealth | Riverwater Partners LLC independent RIA | RIA to RIA | Apr 16, 2024 | May 1, 2024 |
| Adam Jonathan Peck | Heartland Advisors, Inc. other | Riverwater Partners LLC mixed wealth | Other | Jan 29, 2016 | Nov 14, 2019 (1385 d) |
| Michael H Distefano | Heartland Advisors, Inc. other | Riverwater Partners LLC mixed wealth | Other | Jun 30, 2015 | Oct 21, 2016 (479 d) |
| Matthew Michael Drvaric | Allspring Funds Management, LLC other | Riverwater Partners LLC mixed wealth | Other | Dec 31, 2014 | Oct 20, 2016 (659 d) |
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4 moves match.