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 Trails Edge Wealth Advisers, 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 |
|---|---|---|---|---|---|
| Matthew Gale Falkner | Wealth Enhancement Advisory Services, LLC BD affiliated | Trails Edge Wealth Advisers, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2026 | Sep 3, 2026 |
| Alan Frederic Myers | Wells Fargo Advisors wirehouse | Trails Edge Wealth Advisers, LLC independent RIA | Wirehouse to independent RIA | Apr 23, 2019 | Feb 14, 2020 (297 d) |
Page 1 of 1
2 moves match.