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 Benjamin F. Edwards 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
Ryan Bernard StephenEdward Jones national BDBenjamin F. Edwards Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 15, 2021Nov 12, 2021
Larry Winford CrosthwaiteRobert W. Baird & Co. Incorporated mixed wealthBenjamin F. Edwards Wealth Management, LLC independent RIARIA to RIASep 23, 2021Sep 23, 2021
Kyle Coleman SteeleRobert W. Baird & Co. Incorporated mixed wealthBenjamin F. Edwards Wealth Management, LLC independent RIARIA to RIASep 23, 2021Sep 9, 2021
Brian Dale PerssonWells Fargo Advisors wirehouseBenjamin F. Edwards Wealth Management, LLC independent RIAWirehouse to independent RIAMar 31, 2014Mar 10, 2020 (2171 d)
Dawn N. Pilipchuk-KruthWells Fargo Advisors wirehouseBenjamin F. Edwards Wealth Management, LLC independent RIAWirehouse to independent RIANov 4, 2013Mar 9, 2020 (2317 d)
Nickolas Deane PilipchukWells Fargo Advisors wirehouseBenjamin F. Edwards Wealth Management, LLC independent RIAWirehouse to independent RIANov 4, 2013Mar 9, 2020 (2317 d)
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6 moves match.