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 Ivc Wealth Advisors 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
Scott Joseph CendaliGirard Advisory Services, LLC independent RIAIvc Wealth Advisors LLC independent RIARIA to RIANov 22, 2022Dec 22, 2022
Paul Joseph MccolganKestra Advisory Services, LLC BD affiliatedIvc Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 4, 2020Apr 26, 2019
Daniel William StephensKestra Advisory Services, LLC BD affiliatedIvc Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 19, 2019Apr 25, 2019
Ronald Jack JoyceKestra Advisory Services, LLC BD affiliatedIvc Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 19, 2019Apr 25, 2019
Eric Vaughn LandesKestra Advisory Services, LLC BD affiliatedIvc Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 19, 2019Apr 25, 2019
David William GotwalsKestra Advisory Services, LLC BD affiliatedIvc Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 5, 2019Apr 25, 2019
Julie Ann MacdadeWells Fargo Advisors wirehouseIvc Wealth Advisors LLC independent RIAWirehouse to independent RIADec 31, 2017Sep 23, 2021 (1362 d)
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7 moves match.