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 Truewealth 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 |
|---|---|---|---|---|---|
| Anthony Scott Shunnarah | MML Investors Services, LLC BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Mar 18, 2026 (61 d) |
| Warren Berry Marshall | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Mar 15, 2024 |
| Christopher Ryan Phillips | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2024 | Feb 16, 2024 |
| Jerry W Mcdonald | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2022 | Jan 31, 2022 |
| Robert Mattmuller Grant | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2021 | Sep 3, 2021 |
| Freddy Joe Williamson | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2021 | Mar 4, 2021 |
| Gary Lynn Ely | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2021 | Mar 5, 2021 |
| Kenneth Wayne Askew | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2021 | Mar 4, 2021 |
| Ronald Dewey Paulk | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2021 | Jan 6, 2021 |
| Brian Heath Paulk | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2021 | Jan 5, 2021 |
| Daniel Richmond Jones | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2019 | Oct 11, 2019 |
| Larry Jason Sims | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 31, 2019 | Feb 1, 2019 |
| Paul Benson Marks | Concourse Financial Group Advisors BD affiliated | Truewealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 31, 2019 | Feb 2, 2019 |
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13 moves match.