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 Precision Wealth Strategies, 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 M Truty | Wells Fargo Advisors wirehouse | Precision Wealth Strategies, LLC independent RIA | Wirehouse to independent RIA | Mar 27, 2025 | Apr 3, 2025 |
| Lyndsey Nicole Monahan | Women Inspire Wealth unclassified | Precision Wealth Strategies, LLC independent RIA | Other | Dec 31, 2024 | Jun 4, 2024 |
| Alexander Mark Hoover | Cornerstone Wealth Management, LLC independent RIA | Precision Wealth Strategies, LLC independent RIA | RIA to RIA | Jul 27, 2023 | Jul 31, 2023 |
| John Clark Sullivan | Girard Advisory Services, LLC independent RIA | Precision Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 15, 2022 | Mar 31, 2023 (136 d) |
| Darin Jerome Robinson | Eagle Strategies LLC BD affiliated | Precision Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 7, 2019 | Jan 30, 2019 |
| John Douglas Jones | Eagle Strategies LLC BD affiliated | Precision Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 4, 2019 | Mar 15, 2019 (70 d) |
| Spencer Lloyd Funk | Eagle Strategies LLC BD affiliated | Precision Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 4, 2019 | Mar 15, 2019 (70 d) |
| Christopher Douglas Battreall | Cetera Advisor Networks LLC other | Precision Wealth Strategies, LLC independent RIA | Other | Nov 13, 2017 | May 15, 2025 (2740 d) |
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8 moves match.