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 Drs 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 |
|---|---|---|---|---|---|
| Michael Patrick Nixon | Paulson Investment Company, LLC other | Drs Wealth Management state registered | Other | Jan 15, 2020 | Apr 24, 2020 (100 d) |
| Dane Leigh Grouell | Paulson Investment Advisors, LLC unclassified | Drs Wealth Management state registered | Other | Oct 31, 2019 | Dec 12, 2019 (42 d) |
| Matthew David Albers | Paulson Investment Company, LLC other | Drs Wealth Management state registered | Other | Oct 17, 2019 | Dec 20, 2019 (64 d) |
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3 moves match.