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 Canvas Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Alex Nicholas Miller | Creative Planning independent RIA | Canvas Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2025 | Aug 5, 2025 |
| Ryan James Meda | Fidelity Personal And Workplace Advisors BD affiliated | Canvas Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2024 | Jul 25, 2024 |
| Joshua Wayne Zach | Edward Jones national BD | Canvas Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2020 | Nov 2, 2020 |
| Drew Ryan Waldron | Two West Capital Advisors LLC institutional | Canvas Wealth Advisors, LLC no RAUM | Other | Apr 1, 2020 | Dec 13, 2019 |
| Scott Robert Wesley | Two West Capital Advisors LLC institutional | Canvas Wealth Advisors, LLC no RAUM | Other | Jan 27, 2020 | Dec 13, 2019 |
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5 moves match.