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 San Luis Wealth 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
Jennifer Lynn ChesiniCerro Pacific Wealth Advisors, LLC independent RIASan Luis Wealth Advisors independent RIARIA to RIAOct 3, 2025Sep 2, 2025
Meredith Karman CollinsCerro Pacific Wealth Advisors, LLC independent RIASan Luis Wealth Advisors independent RIARIA to RIAOct 3, 2025Sep 3, 2025
Rasheem Lamonte BanksFidelity Personal And Workplace Advisors BD affiliatedSan Luis Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2024Apr 4, 2024
Bradley Judson GoodwinWells Fargo Advisors wirehouseSan Luis Wealth Advisors independent RIAWirehouse to independent RIAJul 24, 2020May 10, 2021 (290 d)
Luke David KittingerWells Fargo Advisors wirehouseSan Luis Wealth Advisors independent RIAWirehouse to independent RIAJul 24, 2020May 7, 2021 (287 d)
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5 moves match.