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 Accel Wealth Management

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 HerveyNorthwest Wealth Management, LLC independent RIAAccel Wealth Management mixed wealthRIA to RIASep 21, 2022Sep 21, 2022
Kurt David WedewerMid Atlantic Financial Management, Inc. BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIAJun 7, 2021Jun 4, 2021
Aaron Eugene SchuellerLPL Financial LLC BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIAMay 24, 2021Jun 8, 2021
Mitchell Lee CookOn Investment Management Co BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIADec 10, 2019Dec 2, 2019
Todd J ManternachAmeritas Advisory Services BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIAMar 28, 2019Mar 26, 2019
Anthony Joseph GaiffeAmeritas Advisory Services BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIAMar 21, 2019Mar 19, 2019
Jason Christopher WillenborgAmeritas Advisory Services BD affiliatedAccel Wealth Management mixed wealthAffiliated broker-dealer or bank to independent RIAMar 21, 2019Mar 26, 2019
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7 moves match.