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 Millennial Wealth

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
Riley Graham PoppyIgnite Financial Planning, LLC unclassifiedMillennial Wealth independent RIAOtherFeb 26, 2024Sep 8, 2023
Jamieson Blaine HoppVintage Financial Services LLC independent RIAMillennial Wealth independent RIARIA to RIAJun 16, 2021Jul 12, 2021
Chad Jarrett RixseWells Fargo Advisors wirehouseMillennial Wealth independent RIAWirehouse to independent RIAAug 29, 2017Dec 13, 2017 (106 d)
Levi G SanchezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMillennial Wealth independent RIAWirehouse to independent RIAMay 8, 2017Dec 13, 2017 (219 d)
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4 moves match.