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 Brainvest Wealth Management 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 |
|---|---|---|---|---|---|
| Gareth John Vaughan Evans | Rose Capital Advisors, LLC independent RIA | Brainvest Wealth Management LLC mixed wealth | RIA to RIA | May 9, 2025 | Jun 6, 2025 |
| Ronny Spiewak | Efg Capital Advisors LLC other | Brainvest Wealth Management LLC independent RIA | Other | Oct 18, 2010 | Oct 30, 2017 (2569 d) |
| Felipe Shanklin De Azambuja | Bsi Investment Advisors LLC unclassified | Brainvest Wealth Management LLC mixed wealth | Other | Apr 27, 2005 | Mar 3, 2026 (7615 d) |
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3 moves match.