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 Urs Advisory
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 |
|---|---|---|---|---|---|
| Reeya Hiren Patel | Agw Capital Advisors independent RIA | Urs Advisory independent RIA | RIA to RIA | Jun 1, 2026 | Sep 14, 2026 (105 d) |
| Erik Heinz Lembcke | Gradient Wealth Management other | Urs Advisory independent RIA | Other | Dec 31, 2017 | Nov 13, 2025 (2874 d) |
| Julia Gilels Lembcke | Gradient Wealth Management other | Urs Advisory independent RIA | Other | Dec 31, 2017 | Jan 14, 2025 (2571 d) |
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3 moves match.