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 Ironoak Wealth

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
Philip Seth MatherlyLPL Financial LLC BD affiliatedIronoak Wealth independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2026Apr 17, 2026
Christopher Dewitt HagerLPL Financial LLC BD affiliatedIronoak Wealth independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2025Oct 3, 2025
Jeffrey Austin NewmanEdward Jones national BDIronoak Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2024Jun 5, 2024
Lisa Bianculli HutterComerica Securities independent RIAIronoak Wealth independent RIARIA to RIAMay 4, 2023May 2, 2023
Nicholas Alexander MunozStonewater Wealth Management, Inc. independent RIAIronoak Wealth independent RIARIA to RIAMar 23, 2022Jan 15, 2020
Tracey Kulpa BrenneiseStonewater Wealth Management, Inc. independent RIAIronoak Wealth independent RIARIA to RIAMar 23, 2022Jun 18, 2020
Michael Allen HarrisEdward Jones national BDIronoak Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2020Feb 12, 2020
Kelly Ann McgrathIronclad Strategies LLC unclassifiedIronoak Wealth independent RIAOtherJan 21, 2020Jan 16, 2020
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8 moves match.