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 Wave 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 |
|---|---|---|---|---|---|
| Matthew Davis Madison | Ameriprise Financial Services, LLC national BD | Wave Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2025 | Sep 15, 2025 |
| Jarrod Paul Crawford | Ameriprise Financial Services, LLC national BD | Wave Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 19, 2017 | Jan 6, 2017 |
| Benjamin Arnott Jones | Ameriprise Financial Services, LLC national BD | Wave Wealth Management, LLC other | Other | Oct 7, 2016 | Mar 14, 2017 (158 d) |
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3 moves match.