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 Think Wealth, 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 |
|---|---|---|---|---|---|
| Kenneth Park | Mont Blanc Asset, Inc. state registered | Think Wealth, LLC state registered | Other | May 28, 2024 | May 28, 2024 |
| Wayne Park | Think Wealth, LLC unclassified | Think Wealth, LLC state registered | Other | Dec 31, 2018 | Aug 16, 2018 |
| Eric Hyung Kim | Investax Wealth Management, LLC. unclassified | Think Wealth, LLC state registered | Other | Dec 31, 2017 | Aug 16, 2018 (228 d) |
| Andi Kim | Ckp Wealth Management, LLC unclassified | Think Wealth, LLC state registered | Other | Jan 11, 2015 | Jul 13, 2020 (2010 d) |
Page 1 of 1
4 moves match.