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 Awh Financial, 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 |
|---|---|---|---|---|---|
| Jennifer Lynn Anderson | Quaker Wealth Management LLC independent RIA | Awh Financial, LLC no RAUM | Other | Jun 10, 2025 | Nov 7, 2024 |
| Seth Andrew Kamens | 4thought Financial Group Inc. other | Awh Financial, LLC no RAUM | Other | Nov 12, 2015 | Mar 5, 2026 (3766 d) |
| Chad Wayne Reed | Cetera Advisors LLC other | Awh Financial, LLC no RAUM | Other | Nov 12, 2010 | Apr 15, 2024 (4903 d) |
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3 moves match.