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 Triton Wealth Management, Pllc

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
Nathaniel DucheinEdward Jones national BDTriton Wealth Management, Pllc independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2024Oct 24, 2024
Michael Clawson BirdKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherFeb 28, 2019Jan 16, 2019
William Chad MittonKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 28, 2018
David Lee DorseyKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 19, 2018
Cody Lee AshtonKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 23, 2018
Brian Charles SmalleyKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Jan 17, 2019
Arrah-Wonah Michael NesterKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Jan 17, 2019
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7 moves match.