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 Heirloom 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.

AdvisorFromToTypeLeftRegistered
Elizabeth WilderUBS Financial Services Inc. wirehouseHeirloom Wealth Management LLC independent RIAWirehouse to independent RIAAug 17, 2026Aug 19, 2026
David Baldwin MorganRosel Wealth Management, LLC independent RIAHeirloom Wealth Management LLC independent RIARIA to RIAJan 16, 2026Jan 6, 2026
Deron Darryl SwabyButler Financial Services independent RIAHeirloom Wealth Management LLC independent RIARIA to RIASep 16, 2025Dec 4, 2025 (79 d)
Courtney Elizabeth FeemsterFidelity Personal And Workplace Advisors BD affiliatedHeirloom Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2024Sep 13, 2024
Robert Bruce PotterPotter Financial Solutions, Inc. unclassifiedHeirloom Wealth Management LLC independent RIAOtherJan 30, 2023Nov 1, 2022
Jackson B PotterPotter Financial Solutions, Inc. unclassifiedHeirloom Wealth Management LLC independent RIAOtherJan 30, 2023Nov 1, 2022
Amanda Lea ArthurCreighton Retirement Partners unclassifiedHeirloom Wealth Management LLC independent RIAOtherDec 31, 2021Jan 22, 2019
Desiree Ann SeglerLPL Financial LLC independent RIAHeirloom Wealth Management LLC no RAUMRIA to a newly registered adviserMay 8, 2018May 1, 2018
Michael Gregory EustonIndependent Financial Partners independent RIAHeirloom Wealth Management LLC no RAUMRIA to a newly registered adviserApr 11, 2018Apr 20, 2018
William M MillerIndependent Financial Partners independent RIAHeirloom Wealth Management LLC no RAUMRIA to a newly registered adviserApr 5, 2018Apr 20, 2018
Richard Leonard HurleyIndependent Financial Partners independent RIAHeirloom Wealth Management LLC no RAUMRIA to a newly registered adviserApr 5, 2018Mar 30, 2018
Jeffrey N WeltyCurian Capital, LLC otherHeirloom Wealth Management LLC independent RIAOtherMar 29, 2016Jan 9, 2021 (1747 d)
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12 moves match.