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 Finwell, Inc.
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 |
|---|---|---|---|---|---|
| Jacqueline Rae Webster | Cahaba Wealth Management, Inc. independent RIA | Finwell, Inc. state registered | RIA to a state-registered adviser | Nov 8, 2024 | Dec 19, 2024 (41 d) |
| Dallas Jackson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Finwell, Inc. state registered | Wirehouse to a state-registered adviser | Jun 8, 2021 | Jun 1, 2023 (723 d) |
| Breanna May Stott | Finwell, Inc. unclassified | Finwell, Inc. state registered | Other | Apr 21, 2021 | Apr 19, 2021 |
| Dominique Aniska Mcqueen | Finwell, Inc. unclassified | Finwell, Inc. state registered | Other | Apr 21, 2021 | Feb 19, 2021 |
| Timothy Edward Watson | Finwell, Inc. unclassified | Finwell, Inc. state registered | Other | Apr 21, 2021 | Feb 19, 2021 |
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5 moves match.