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 Birchcreek Wealth Management, 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
Jansen Kelly DavidsonSoltis Investment Advisors, LLC independent RIABirchcreek Wealth Management, LLC independent RIARIA to RIAAug 20, 2026Aug 14, 2026
Jacob Dominick BartelUBS Financial Services Inc. wirehouseBirchcreek Wealth Management, LLC independent RIAWirehouse to independent RIAJan 31, 2023Jan 20, 2023
Matthew Michael WillWealth Accel unclassifiedBirchcreek Wealth Management, LLC independent RIAOtherAug 3, 2020Mar 17, 2020
Bryan HatfieldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBirchcreek Wealth Management, LLC independent RIAWirehouse to independent RIAMar 4, 2020Mar 3, 2020
Daniel A JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBirchcreek Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 5, 2019Aug 2, 2019
John S PayneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBirchcreek Wealth Management, LLC independent RIAWirehouse to independent RIAMay 9, 2016Feb 8, 2023 (2466 d)
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6 moves match.