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 Instrumental 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 |
|---|---|---|---|---|---|
| Gabriella Marie Delmonaco | Ameriprise Financial Services, LLC national BD | Instrumental Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2025 | Apr 17, 2025 (36 d) |
| Alex Spencer Bethune | Ernst & Young Investment Advisers Llp no RAUM | Instrumental Wealth, LLC independent RIA | Other | Mar 6, 2024 | Apr 22, 2024 (47 d) |
| Jordan Joseph Arnold | Northwestern Mutual Investment Services,LLC no RAUM | Instrumental Wealth, LLC independent RIA | Other | Feb 11, 2021 | Dec 4, 2025 (1757 d) |
| Matthew O Harbert | Northwestern Mutual Investment Services,LLC no RAUM | Instrumental Wealth, LLC no RAUM | Other | Oct 23, 2020 | Oct 8, 2020 |
| David Scott Silver | Northwestern Mutual Investment Services,LLC no RAUM | Instrumental Wealth, LLC no RAUM | Other | Oct 23, 2020 | Oct 8, 2020 |
| Blake Watson Price | Northwestern Mutual Investment Services,LLC no RAUM | Instrumental Wealth, LLC no RAUM | Other | Oct 23, 2020 | Oct 8, 2020 |
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6 moves match.