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 Monon Wealth Management

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
Jordan Ashley DavanCharles Schwab & Co., Inc. national BDMonon Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2025Jan 14, 2025
Mark Edward RhodesIntrepid Financial Planning Group, LLC independent RIAMonon Wealth Management independent RIARIA to RIANov 8, 2021Mar 4, 2021
Seth Allen SilcockFifth Third Securities, Inc. BD affiliatedMonon Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 29, 2020May 8, 2020
Clinton David BucherKestra Advisory Services, LLC BD affiliatedMonon Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2019Oct 21, 2019
Raymond Joseph KramerWells Fargo Advisors wirehouseMonon Wealth Management independent RIAWirehouse to independent RIAOct 2, 2017Sep 29, 2017
John Darrick HutchensWells Fargo Advisors wirehouseMonon Wealth Management independent RIAWirehouse to independent RIAOct 2, 2017Sep 29, 2017
Stephanie Sue WilsonWells Fargo Advisors wirehouseMonon Wealth Management independent RIAWirehouse to independent RIAOct 2, 2017Sep 29, 2017
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7 moves match.