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 Blake Schutter Theil Wealth Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Tristen Theil | Ray|Theil Wealth Management, LLC independent RIA | Blake Schutter Theil Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Sep 24, 2024 (70 d) |
| Scott David Schwalich | Anderson Financial Strategies, LLC independent RIA | Blake Schutter Theil Wealth Advisors, LLC mixed wealth | RIA to RIA | Sep 1, 2022 | Sep 12, 2022 |
| Mark Edward Schutter | Sanctuary Advisors, LLC BD affiliated | Blake Schutter Theil Wealth Advisors, LLC other | Other | Aug 7, 2019 | Jan 24, 2020 (170 d) |
| Mark Edward Schutter | Dean Financial Services other | Blake Schutter Theil Wealth Advisors, LLC no RAUM | Other | Sep 8, 2008 | Jun 28, 2018 (3580 d) |
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4 moves match.