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 Protection Point Advisors

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
Cheryl C BlakeyEagles Coast Wealth Management, LLC independent RIAProtection Point Advisors independent RIARIA to RIAOct 3, 2023Oct 11, 2023
John Joseph HeckAdagio Capital Advisors, Inc unclassifiedProtection Point Advisors independent RIAOtherDec 31, 2021Aug 12, 2020
Michael GomezWells Fargo Advisors wirehouseProtection Point Advisors independent RIAWirehouse to independent RIADec 10, 2021Dec 17, 2021
Derrick Boyd SmithKingsview Wealth Management, LLC independent RIAProtection Point Advisors independent RIARIA to RIAMar 7, 2019Mar 6, 2019
Mark Jon WyhlidkoTd Ameritrade Investment Management, LLC independent RIAProtection Point Advisors independent RIARIA to RIAMar 6, 2019Feb 21, 2019
Eric Glenn ImleyCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherFeb 28, 2019Oct 10, 2018
Richard Lee WatsonCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherFeb 13, 2019Oct 10, 2018
Michael Jude ClarkeCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherFeb 13, 2019Oct 12, 2018
Monica Scarlett Razuleu-MunozCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherDec 31, 2018Oct 10, 2018
John NordstromCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherDec 24, 2018Oct 10, 2018
Stephen Michael HolmesCambridge Investment Research Advisors, Inc. BD affiliatedProtection Point Advisors otherOtherNov 16, 2018Oct 10, 2018
Daniel Joseph MirgonCambridge Investment Research Advisors, Inc. otherProtection Point Advisors independent RIAOtherMay 11, 2012Jan 10, 2024 (4261 d)
Michael John WelkerHornor, Townsend & Kent, LLC otherProtection Point Advisors independent RIAOtherJan 7, 2009Sep 29, 2020 (4283 d)
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13 moves match.