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 Maner 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Lawrence Tanke | Hall & Romkema Financial Services, L.L.C. other | Maner Wealth independent RIA | Other | Nov 7, 2023 | Jan 1, 2025 (421 d) |
| Nathan Jeffrey Whitson | Michigan Money Management Advisers, LLC unclassified | Maner Wealth independent RIA | Other | Feb 5, 2021 | Oct 21, 2020 |
| Michael Christopher Nordmann | Securities America Advisors, Inc. BD affiliated | Maner Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2020 | Mar 21, 2020 |
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3 moves match.