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 Washington Avenue 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
Derek DrushelPrincipal Securities, Inc. BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2026Jan 22, 2026
David Matthew RushmanSpc BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2024May 2, 2024
Benjamin Duane BontragerRehmann Wealth independent RIAWashington Avenue Advisors independent RIARIA to RIAMar 13, 2024Sep 26, 2024 (197 d)
James Patrick HidlayFinancialmd, LLC state registeredWashington Avenue Advisors independent RIAOtherMay 15, 2020Jan 3, 2025 (1694 d)
Reuben David LevinsohnPrincipal Securities, Inc. BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2020Apr 20, 2020
Amanda Jean BeelerPrincipal Securities, Inc. BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2020Apr 18, 2020
Nicholas Brandon PopePrincipal Securities, Inc. BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2020Apr 20, 2020
Brian Michael KlemczakPrincipal Securities, Inc. BD affiliatedWashington Avenue Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2020Mar 16, 2021 (323 d)
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8 moves match.