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 Capitalwize, 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 |
|---|---|---|---|---|---|
| Ike Ugonnaya Elele | Ameriprise Financial Services, LLC national BD | Capitalwize, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 8, 2026 | Feb 23, 2026 (46 d) |
| Rachel Elizabeth Neblett | Capstar Financial Services LLC independent RIA | Capitalwize, LLC state registered | RIA to a state-registered adviser | Mar 28, 2025 | Sep 11, 2025 (167 d) |
| Carlos Gabriel Bonilla Grajales | Mutual Of Omaha Investor Services, Inc. independent RIA | Capitalwize, LLC state registered | RIA to a state-registered adviser | Mar 27, 2025 | Aug 13, 2026 (504 d) |
| Crystal Latorial Roseman | Osaic Fa, Inc. BD affiliated | Capitalwize, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 8, 2023 | Jan 30, 2025 (633 d) |
| Da-Zha Richea Jones | Vanguard Advisers, Inc. BD affiliated | Capitalwize, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 16, 2021 | Sep 15, 2021 (61 d) |
| Jaqueline Von Schadeck | Sherrill & Hutchins Financial Advisory Inc independent RIA | Capitalwize, LLC state registered | RIA to a state-registered adviser | Feb 26, 2021 | Jun 21, 2021 (115 d) |
| George Acheampong | Makes Cents 2 Me, Inc. unclassified | Capitalwize, LLC state registered | Other | Apr 25, 2019 | Mar 14, 2018 |
| Greg Derderian | Strategic Advisers LLC national BD | Capitalwize, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 8, 2018 | Oct 25, 2024 (2331 d) |
Page 1 of 1
8 moves match.