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 Generouswealth, 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.

AdvisorFromToTypeLeftRegistered
Patrick Andrew GuntherIndependent Advisor Alliance, LLC independent RIAGenerouswealth, LLC independent RIARIA to RIASep 22, 2020Aug 26, 2020
Edward Clade CarltonIndependent Advisor Alliance, LLC independent RIAGenerouswealth, LLC independent RIARIA to RIASep 22, 2020Aug 26, 2020
Christopher Bryan MiseIndependent Advisor Alliance, LLC independent RIAGenerouswealth, LLC independent RIARIA to RIASep 22, 2020Aug 25, 2020
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3 moves match.