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 Pr Squared 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 |
|---|---|---|---|---|---|
| Devin Lamont Alphin | MML Investors Services, LLC BD affiliated | Pr Squared Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 12, 2025 | May 22, 2025 (71 d) |
| Devin Lamont Alphin | Advice And Planning Services BD affiliated | Pr Squared Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 8, 2023 | Mar 11, 2024 (124 d) |
| Phimar Dale Patterson | Ameritas Advisory Services independent RIA | Pr Squared Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 10, 2020 | Jul 31, 2020 |
| Royce Orlando Richardson | Ameritas Advisory Services independent RIA | Pr Squared Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 5, 2020 | Jul 31, 2020 |
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4 moves match.