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 Experience Your 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 |
|---|---|---|---|---|---|
| Gregory Gage Avera | Open Window Financial Solutions, Ltd. independent RIA | Experience Your Wealth, LLC independent RIA | RIA to RIA | Apr 22, 2025 | May 1, 2025 |
| Lillian Hope Irion | Brighton Jones LLC independent RIA | Experience Your Wealth, LLC independent RIA | RIA to RIA | May 3, 2023 | May 30, 2023 |
| Michael Walsh Gorman | Facet independent RIA | Experience Your Wealth, LLC independent RIA | RIA to RIA | Nov 10, 2022 | Oct 17, 2022 |
| John Williams Northrup | Ballentine Partners independent RIA | Experience Your Wealth, LLC independent RIA | RIA to RIA | Aug 23, 2019 | Dec 10, 2019 (109 d) |
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4 moves match.