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 Strongbox Wealth, 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 |
|---|---|---|---|---|---|
| Andrew William Beil | Prime Capital Financial mixed wealth | Strongbox Wealth, LLC independent RIA | RIA to RIA | May 17, 2021 | May 17, 2021 |
| Kathy Ann Postoak | Wells Fargo Advisors wirehouse | Strongbox Wealth, LLC independent RIA | Wirehouse to independent RIA | Aug 29, 2019 | Jan 30, 2020 (154 d) |
| Charles Sherwood Cooper | Wells Fargo Advisors wirehouse | Strongbox Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 27, 2019 | Sep 9, 2019 |
| Jonathan Grant Garlow | Wells Fargo Advisors wirehouse | Strongbox Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 27, 2019 | Aug 27, 2019 |
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4 moves match.