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 Highline Wealth Partners

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
Ryan David MeachamVivaldi Capital Management LP independent RIAHighline Wealth Partners independent RIARIA to RIAApr 1, 2026Apr 3, 2026
Ben EmonsFarther independent RIAHighline Wealth Partners independent RIARIA to RIASep 9, 2025Sep 4, 2025
Amanda Laurel RoccaAllworth Financial, L.P. BD affiliatedHighline Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2024Mar 26, 2024
Clark Christian EvansHall Private Wealth Advisors independent RIAHighline Wealth Partners independent RIARIA to RIAOct 31, 2023Oct 31, 2023
Millu Chang RamirezUrban Wealth Management Or Uwm independent RIAHighline Wealth Partners independent RIARIA to RIAJul 26, 2023Jul 20, 2023
Lionel Benjamin TapieroStackin' Financial no RAUMHighline Wealth Partners independent RIAOtherMay 27, 2020Apr 28, 2020
Matthew M JensenHcr Wealth Advisors independent RIAHighline Wealth Partners independent RIARIA to RIAJan 7, 2020Nov 17, 2021 (680 d)
Hugh Ari MeyerWells Fargo Advisors wirehouseHighline Wealth Partners independent RIAWirehouse to independent RIAMay 13, 2019May 10, 2019
Shawn Jen HsiehAmerican Financial Network Advisory Services, LLC independent RIAHighline Wealth Partners independent RIARIA to RIAMay 29, 2018Aug 8, 2018 (71 d)
Aaron Dejuan MorrisAmerican Financial Network Advisory Services, LLC independent RIAHighline Wealth Partners independent RIARIA to RIAApr 30, 2018Aug 21, 2018 (113 d)
Thomas M MurphyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHighline Wealth Partners independent RIAWirehouse to independent RIAApr 13, 2018Jun 1, 2018 (49 d)
David Kaoru YoshiokaCharlesworth & Rugg Inc otherHighline Wealth Partners otherOtherSep 14, 2016Sep 15, 2016
Cyrus Mcdonald AminiCharlesworth & Rugg Inc otherHighline Wealth Partners otherOtherSep 14, 2016Sep 15, 2016
Jonathan Christopher RuggCharlesworth & Rugg Inc otherHighline Wealth Partners otherOtherSep 14, 2016Sep 14, 2016
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14 moves match.