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 Iwg Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Benjiman Carreras | Prime Capital Financial mixed wealth | Iwg Investment Advisors LLC state registered | RIA to a state-registered adviser | Jan 5, 2026 | Feb 2, 2026 |
| David R Torres | Planmember Securities Corporation independent RIA | Iwg Investment Advisors LLC state registered | RIA to a state-registered adviser | May 9, 2019 | May 21, 2019 |
| Tyler James Cleveland | Ellevity Capital, LLC state registered | Iwg Investment Advisors LLC state registered | Other | May 7, 2018 | Apr 22, 2020 (716 d) |
| Karey Hensley Rebello | Avantax Advisory Services other | Iwg Investment Advisors LLC state registered | Other | Jul 27, 2010 | Jun 19, 2019 (3249 d) |
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4 moves match.