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 Logan Park Wealth Management
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 |
|---|---|---|---|---|---|
| Matthew Wright | Avantax Planning Partners, Inc. BD affiliated | Logan Park Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 24, 2024 | Jul 9, 2024 (46 d) |
| Jeffery James Sutton | Ameriprise Financial Services, LLC national BD | Logan Park Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2019 | Mar 29, 2019 |
| David Matthew Benning | Ameriprise Financial Services, LLC national BD | Logan Park Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2019 | Mar 29, 2019 |
| Cole Emmanuel Hystead | Ameriprise Financial Services, LLC national BD | Logan Park Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2019 | Mar 29, 2019 |
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4 moves match.