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 Wildes Financial Strategies, Inc
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 |
|---|---|---|---|---|---|
| Nathan Edward White | Independent Advisor Alliance, LLC independent RIA | Wildes Financial Strategies, Inc independent RIA | RIA to RIA | Apr 16, 2024 | Apr 17, 2024 |
| Jeffrey Dean Wildes | Raymond James Financial Services Advisors, Inc other | Wildes Financial Strategies, Inc independent RIA | Other | Oct 6, 2017 | Aug 3, 2017 |
| Amanda Vail Ridgeway | Raymond James Financial Services Advisors, Inc other | Wildes Financial Strategies, Inc independent RIA | Other | Oct 5, 2017 | Aug 3, 2017 |
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3 moves match.