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 Re-Envision 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 |
|---|---|---|---|---|---|
| Jennifer Goodwin | Motley Fool Wealth Management, LLC independent RIA | Re-Envision Wealth independent RIA | RIA to RIA | Feb 12, 2025 | Mar 27, 2025 (43 d) |
| Willie Gunter Gholston | Money Script Wealth Management, Pllc state registered | Re-Envision Wealth independent RIA | Other | Aug 1, 2023 | Dec 6, 2023 (127 d) |
| Anna Clarette N'Jie-Konte | Dare To Dream Financial Planning unclassified | Re-Envision Wealth independent RIA | Other | Jun 16, 2023 | Jan 4, 2023 |
| Cindy Yorlenis Mota Rios | Greenspring Advisors, LLC other | Re-Envision Wealth independent RIA | Other | Sep 21, 2022 | Feb 20, 2025 (883 d) |
| James Chigungu Mwombela | Cambridge Investment Research Advisors, Inc. BD affiliated | Re-Envision Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2019 | Jul 9, 2019 (48 d) |
| Keith Leon Beverly | Momentum Advisors independent RIA | Re-Envision Wealth independent RIA | RIA to RIA | Mar 13, 2019 | Apr 18, 2022 (1132 d) |
| Brian Mckinney | Usaa Financial Planning Services no RAUM | Re-Envision Wealth independent RIA | Other | Aug 24, 2016 | Sep 13, 2019 (1115 d) |
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7 moves match.