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 Alchemi Wealth, 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 |
|---|---|---|---|---|---|
| Stephen Gregory Jordan | Financial Resources Group, LLC state registered | Alchemi Wealth, LLC independent RIA | Other | Sep 21, 2023 | Sep 13, 2023 |
| Bryan Dean Murphy | Wells Fargo Advisors wirehouse | Alchemi Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 26, 2021 | Nov 19, 2021 |
| Steven John Johnson | Alchemi Wealth Management unclassified | Alchemi Wealth, LLC no RAUM | Other | Mar 24, 2021 | Jan 11, 2021 |
| Michael Steven Johnson | Alchemi Wealth Management unclassified | Alchemi Wealth, LLC no RAUM | Other | Mar 24, 2021 | Jan 6, 2021 |
| Laurie Ann Tomlinson | Wells Fargo Advisors wirehouse | Alchemi Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 8, 2021 | Feb 5, 2021 |
| Philip Bartow Reynolds | Wells Fargo Advisors wirehouse | Alchemi Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 8, 2021 | Feb 5, 2021 |
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6 moves match.