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 Renew Family Wealth
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 |
|---|---|---|---|---|---|
| Paul Frederick Casey | Sica Wealth Management, LLC independent RIA | Renew Family Wealth state registered | RIA to a state-registered adviser | Apr 2, 2020 | Mar 11, 2021 (343 d) |
| Peter Harward Mcglynn | Third Seven Advisors, LLC independent RIA | Renew Family Wealth state registered | RIA to a state-registered adviser | Dec 11, 2019 | Sep 14, 2021 (643 d) |
| Scott David Miller | Charles Schwab & Co., Inc. national BD | Renew Family Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 30, 2018 | Dec 20, 2018 (51 d) |
| Hayden Alan Dawes | Alpha Beta Gamma Wealth Management independent RIA | Renew Family Wealth state registered | RIA to a state-registered adviser | Sep 20, 2018 | Jan 15, 2019 (117 d) |
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4 moves match.