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 Collective 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cheree Ray Burnette | Burnette Financial Planning, LLC unclassified | Collective Wealth Advisors LLC independent RIA | Other | Dec 31, 2024 | Sep 1, 2024 |
| Douglas George Burnette | Burnette Financial Planning, LLC unclassified | Collective Wealth Advisors LLC independent RIA | Other | Dec 31, 2024 | Aug 30, 2024 |
| Robert Scott Maxwell | R. Scott Maxwell Financial unclassified | Collective Wealth Advisors LLC independent RIA | Other | Dec 31, 2021 | Apr 26, 2021 |
| Dewayne Ray Nelson | Focus Advisor Solutions, LLC independent RIA | Collective Wealth Advisors LLC independent RIA | RIA to RIA | Apr 12, 2021 | Apr 28, 2021 |
| Dewayne Ray Nelson | Geneos Wealth Management, Inc. other | Collective Wealth Advisors LLC independent RIA | Other | Aug 11, 2017 | Aug 11, 2017 |
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5 moves match.