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 Bannerman Wealth
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 |
|---|---|---|---|---|---|
| Noah Davidson Gayhart | Osaic Wealth, Inc. BD affiliated | Bannerman Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Jun 2, 2026 (105 d) |
| Anna Lise Allem | Cooper Mcmanus independent RIA | Bannerman Wealth independent RIA | RIA to RIA | Jun 30, 2022 | Jul 12, 2022 |
| Joshua Kenneth Bannerman | Verios Advisory Group, LLC unclassified | Bannerman Wealth independent RIA | Other | Jan 7, 2015 | Jun 29, 2020 (2000 d) |
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3 moves match.