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 Archway 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 |
|---|---|---|---|---|---|
| David Michael Wells | Beacon Global Advisor Network, LLC independent RIA | Archway Private Wealth LLC independent RIA | RIA to RIA | Sep 30, 2024 | Feb 24, 2021 |
| Derek Vincent Wilson | Brite Investments USA, LLC independent RIA | Archway Private Wealth LLC independent RIA | RIA to RIA | Jul 18, 2023 | Mar 12, 2024 (238 d) |
| Derek Vincent Wilson | Beacon Global Advisor Network, LLC independent RIA | Archway Private Wealth LLC independent RIA | RIA to RIA | Mar 1, 2022 | May 5, 2021 |
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3 moves match.