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 White Sand Wealth Management
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 |
|---|---|---|---|---|---|
| William Charles Kopek | Cetera Investment Advisers LLC BD affiliated | White Sand Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Sep 15, 2026 (50 d) |
| Joel Kevin Huet | Open Road Wealth Management, LLC unclassified | White Sand Wealth Management independent RIA | Other | Sep 30, 2019 | Jul 9, 2019 |
| Karen Kristy Burris | Bok Financial Advisors BD affiliated | White Sand Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2018 | Oct 9, 2019 (496 d) |
| Kelly Lynn Kariker | Bok Financial Advisors BD affiliated | White Sand Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2018 | Apr 5, 2022 (1405 d) |
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4 moves match.