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 Davis Private Wealth, 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 |
|---|---|---|---|---|---|
| Nathan Amos | Ameriprise Financial Services, LLC national BD | Davis Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2025 | Jun 9, 2025 |
| Ian Vincent Mcginnis | MML Investors Services, LLC BD affiliated | Davis Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2021 | Nov 10, 2021 (91 d) |
| Joshua Stephen Davis | Castle Wealth Management other | Davis Private Wealth, LLC independent RIA | Other | Feb 2, 2017 | Jan 11, 2017 |
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3 moves match.