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 Ux Wealth Partners 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 |
|---|---|---|---|---|---|
| Lawrence Neil Lotwin | Alphastar Capital Management independent RIA | Ux Wealth Partners LLC asset manager | Other | May 25, 2021 | Jul 9, 2021 (45 d) |
| Kyle William Wiggs | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Ux Wealth Partners LLC asset manager | Other | Nov 10, 2017 | Oct 14, 2020 (1069 d) |
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2 moves match.