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 Advanced Wealth Management
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 |
|---|---|---|---|---|---|
| Derrick Kyle Hobbs | Prostatis Financial Advisors Group independent RIA | Advanced Wealth Management independent RIA | RIA to RIA | Apr 1, 2024 | Aug 12, 2024 (133 d) |
| Charles Gyude Bryant | LPL Financial LLC BD affiliated | Advanced Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2023 | Oct 6, 2023 |
| Antonio Pedro Gomes | Investors Capital Advisory other | Advanced Wealth Management independent RIA | Other | Sep 14, 2016 | Jun 18, 2025 (3199 d) |
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3 moves match.