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 Colorado Wealth Group 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
Terri Lynn ProppGill Capital Partners independent RIAColorado Wealth Group LLC independent RIARIA to RIAMay 28, 2025Jun 23, 2025
Matthew J ConleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseColorado Wealth Group LLC independent RIAWirehouse to independent RIAApr 8, 2024Apr 12, 2024
Matthew Jordan SeliharNorthwestern Mutual Investment Services,LLC no RAUMColorado Wealth Group LLC independent RIAOtherMay 1, 2023Jan 16, 2024 (260 d)
James Kevin GlasheenCreativeone Wealth, LLC independent RIAColorado Wealth Group LLC independent RIARIA to RIAJul 23, 2021Aug 8, 2021
Bruce Allen LarsenForta Financial Group, Inc. independent RIAColorado Wealth Group LLC no RAUMRIA to a newly registered adviserSep 13, 2020Aug 14, 2020
Steven William HarpMML Investors Services, LLC BD affiliatedColorado Wealth Group LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 14, 2020Aug 14, 2020
Jacob Brian RayMML Investors Services, LLC BD affiliatedColorado Wealth Group LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 14, 2020Aug 14, 2020
Jeremy Meier PhillipsMML Investors Services, LLC BD affiliatedColorado Wealth Group LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 14, 2020Aug 14, 2020
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8 moves match.