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 Engrave Wealth Partners, 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 |
|---|---|---|---|---|---|
| Denise Greene French | Belpointe Asset Management LLC independent RIA | Engrave Wealth Partners, LLC independent RIA | RIA to RIA | Oct 7, 2022 | Oct 11, 2022 |
| Brian Keith Jones | Cresset Asset Management, LLC independent RIA | Engrave Wealth Partners, LLC independent RIA | RIA to RIA | Apr 29, 2022 | Jun 2, 2022 (34 d) |
| Chandra Alexis Burns | RBC Capital Markets, LLC national BD | Engrave Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 26, 2017 | Aug 31, 2017 (36 d) |
| Taylor Parker | Arkos Global Advisors, LLC no RAUM | Engrave Wealth Partners, LLC no RAUM | Other | Jun 14, 2017 | Aug 31, 2017 (78 d) |
| Gregory Scott Parker | Allianz Global Investors Managed Accounts LLC other | Engrave Wealth Partners, LLC no RAUM | Other | May 8, 2007 | Sep 18, 2017 (3786 d) |
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5 moves match.