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 Towerpoint 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.

AdvisorFromToTypeLeftRegistered
Sean Patrick KelleherCetera Investment Advisers LLC BD affiliatedTowerpoint Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2025Oct 17, 2025
Matthew Michael ReganSvb Wealth independent RIATowerpoint Wealth, LLC independent RIARIA to RIAAug 10, 2020Aug 10, 2020
Jonathan William LaturnerWells Fargo Advisors wirehouseTowerpoint Wealth, LLC independent RIAWirehouse to independent RIASep 6, 2018Aug 31, 2018
Nathan Paul BilligmeierWells Fargo Advisors wirehouseTowerpoint Wealth, LLC independent RIAWirehouse to independent RIAJun 8, 2017Oct 9, 2018 (488 d)
Joseph Frederick EschlemanWells Fargo Advisors wirehouseTowerpoint Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 24, 2017May 30, 2017
Steven Michael PitchfordB|O|S otherTowerpoint Wealth, LLC otherOtherFeb 27, 2017Jan 10, 2018 (317 d)
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6 moves match.