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 Wealth Management 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.

AdvisorFromToTypeLeftRegistered
Laura Ann BarnardLPL Financial LLC BD affiliatedWealth Management Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2021Aug 26, 2021
Gregory Allen BrysonRaymond James Financial Services Advisors, Inc BD affiliatedWealth Management Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2020Nov 3, 2020
Thomas Joseph CurtisRaymond James Financial Services Advisors, Inc BD affiliatedWealth Management Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2020Oct 9, 2020
Guillermo Hector MongeRaymond James Financial Services Advisors, Inc BD affiliatedWealth Management Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2020Nov 3, 2020
Morgan Troy BrownRaymond James Financial Services Advisors, Inc BD affiliatedWealth Management Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2020Nov 3, 2020
Albert C BrownRaymond James Financial Services Advisors, Inc BD affiliatedWealth Management Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2020Nov 17, 2020
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6 moves match.