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 Boyd 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jiyao Peng | Mariner Advisor Network BD affiliated | Boyd Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2025 | Apr 1, 2025 (56 d) |
| Colby Dotson | Charles Schwab & Co., Inc. national BD | Boyd Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2024 | Dec 18, 2023 |
| Justin H Steingraber | Wells Fargo Advisors wirehouse | Boyd Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jul 14, 2020 | Aug 7, 2020 |
| Mark Patzer | First Allied Advisory Services, Inc. BD affiliated | Boyd Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2018 | May 1, 2019 (273 d) |
| Brian Adam Boyd | Northwestern Mutual Investment Services,LLC no RAUM | Boyd Wealth Management, LLC no RAUM | Other | May 17, 2018 | May 11, 2018 |
| Ryan Kirk Triplett | Northwestern Mutual Investment Services,LLC no RAUM | Boyd Wealth Management, LLC no RAUM | Other | May 17, 2018 | May 11, 2018 |
Page 1 of 1
6 moves match.