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 Burns Estate Planning & Wealth Advisors

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
Gerrod Gerard GallianoAe Wealth Management, LLC BD affiliatedBurns Estate Planning & Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2022Apr 22, 2022
Alex Russell AstinCherry Wealth Advisors unclassifiedBurns Estate Planning & Wealth Advisors independent RIAOtherFeb 22, 2021Mar 4, 2021
Jon Scott GwatneyAe Wealth Management, LLC independent RIABurns Estate Planning & Wealth Advisors independent RIARIA to RIAApr 30, 2020Apr 30, 2020
Ernest Mcdougal BurnsAe Wealth Management, LLC independent RIABurns Estate Planning & Wealth Advisors no RAUMRIA to a newly registered adviserSep 26, 2019Sep 26, 2019
Christian Paul Martin ClausenAe Wealth Management, LLC independent RIABurns Estate Planning & Wealth Advisors no RAUMRIA to a newly registered adviserSep 26, 2019Sep 25, 2019
Christopher Logan BurnsAe Wealth Management, LLC independent RIABurns Estate Planning & Wealth Advisors no RAUMRIA to a newly registered adviserSep 26, 2019Sep 26, 2019
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6 moves match.