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 Ouellette Wealth Advisory 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 |
|---|---|---|---|---|---|
| Tatyana Karayeva | Darrow Wealth Management independent RIA | Ouellette Wealth Advisory LLC independent RIA | RIA to RIA | May 27, 2021 | Jan 2, 2025 (1316 d) |
| Thomas Joseph Ouellette | Triad Advisors, LLC BD affiliated | Ouellette Wealth Advisory LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2018 | Sep 21, 2017 |
Page 1 of 1
2 moves match.