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 Intelligence Driven 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.

AdvisorFromToTypeLeftRegistered
Hunter Pearson DanielMorton Wealth independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAApr 21, 2026May 14, 2026
James Anthony PupilloLdintelligence LLC no RAUMIntelligence Driven Advisers, LLC independent RIAOtherDec 31, 2024Feb 8, 2019
Chad Jeffrey GreenbergGeneos Wealth Management, Inc. BD affiliatedIntelligence Driven Advisers, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2023Oct 19, 2023 (34 d)
Larry Dean RogersSilicon Hills Wealth Management independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAApr 5, 2023Apr 25, 2023
Todd Edward WiersumCetera Investment Advisers LLC BD affiliatedIntelligence Driven Advisers, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2022Jan 2, 2023 (286 d)
Kent Allan ColwellLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Kimberly Marie SurberLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Bonnie Jean MoseleyLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Jason Richard LabrumLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 12, 2026 (2509 d)
Darcy Jones WadsworthLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 1, 2025 (2133 d)
Andrew Patrick GrantLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Leslie Ann ValantLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Jordie Elizabeth CzapinskiLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Apr 28, 2025 (2250 d)
Robert Edward PatersonLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Alex KlingensmithLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Thomas OhanesianLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 1, 2025 (2133 d)
Frank GesualeLdintelligence LLC no RAUMIntelligence Driven Advisers, LLC independent RIAOtherFeb 14, 2019Feb 8, 2019
David BrasfieldLdintelligence LLC no RAUMIntelligence Driven Advisers, LLC independent RIAOtherFeb 14, 2019Feb 8, 2019
Darren Alan EvansLdintelligence LLC no RAUMIntelligence Driven Advisers, LLC independent RIAOtherFeb 14, 2019Feb 8, 2019
Brittney Nicole PartowEquitable Advisors, LLC national BDIntelligence Driven Advisers, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2012Jan 9, 2026 (4824 d)
Cari LeamyFisher Investments otherIntelligence Driven Advisers, LLC independent RIAOtherJul 17, 2008Aug 11, 2020 (4408 d)
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21 moves match.