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 Rhp 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 |
|---|---|---|---|---|---|
| Lingyun Yang | Equitable Advisors, LLC national BD | Rhp Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Sep 4, 2025 (56 d) |
| Matthew Douglas Berti | Tanglewood Legacy Advisors, LLC independent RIA | Rhp Wealth Management independent RIA | RIA to RIA | Dec 6, 2023 | Dec 8, 2023 |
| Justin Spencer Haywood | Valic Financial Advisors, Inc. BD affiliated | Rhp Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 12, 2023 | Feb 21, 2023 (40 d) |
| Glenn Richmond Royal | Pks Advisory Services, LLC independent RIA | Rhp Wealth Management no RAUM | RIA to a newly registered adviser | Aug 7, 2019 | Aug 1, 2019 |
| Michele Alice Jones | Pks Advisory Services, LLC independent RIA | Rhp Wealth Management no RAUM | RIA to a newly registered adviser | Aug 7, 2019 | Aug 1, 2019 |
| Natalie Carol Picha | Pks Advisory Services, LLC independent RIA | Rhp Wealth Management no RAUM | RIA to a newly registered adviser | Aug 7, 2019 | Aug 1, 2019 |
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6 moves match.