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 Emde 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Paul Hornyak | Secure Asset Management, L.L.C. independent RIA | Emde Wealth Management LLC state registered | RIA to a state-registered adviser | May 22, 2026 | Apr 1, 2026 |
| Joseph Keyes Nelson | Secure Asset Management, L.L.C. independent RIA | Emde Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 24, 2023 | Sep 29, 2025 (767 d) |
| Christopher Robert Emde | Schwartz & Co. other | Emde Wealth Management LLC state registered | Other | Oct 3, 2016 | Sep 20, 2016 |
Page 1 of 1
3 moves match.