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 Divergent Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Geoffrey Clarke ReevesEdward Jones national BDDivergent Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2021Aug 30, 2021
Dallin Deloy GriffinMorgan Stanley wirehouseDivergent Wealth Advisors, LLC independent RIAWirehouse to independent RIAJul 6, 2020Jul 2, 2020
Jordan Richard CollinsMorgan Stanley wirehouseDivergent Wealth Advisors, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 24, 2017Apr 21, 2017
Brady Harker RirieMorgan Stanley wirehouseDivergent Wealth Advisors, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 24, 2017Apr 21, 2017
Hailey Megan MeihlsStrategic Advisers LLC national BDDivergent Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2017Apr 4, 2018 (356 d)
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5 moves match.