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 2 Knights Wealth Management, 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 |
|---|---|---|---|---|---|
| Venera F Izant | Cetera Investment Advisers LLC BD affiliated | 2 Knights Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2024 | Apr 22, 2025 (120 d) |
| Rakesh Mehra | 42 Investment Advisory Group, LLC. other | 2 Knights Wealth Management, LLC independent RIA | Other | Jul 5, 2016 | Dec 6, 2020 (1615 d) |
| Brian Martin Chait | Mai Capital Management, LLC other | 2 Knights Wealth Management, LLC independent RIA | Other | May 27, 2008 | Dec 6, 2020 (4576 d) |
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3 moves match.