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 Teton 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
Christopher CookThrivent Investment Management Inc. BD affiliatedTeton Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2025Dec 22, 2025 (48 d)
Samuel Marlow SlaughLPL Financial LLC BD affiliatedTeton Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2024Apr 29, 2025 (215 d)
Clayton Boyd AlexanderSowell Management independent RIATeton Wealth Group LLC independent RIARIA to RIAMay 23, 2024Feb 1, 2021
Douglas Scott FerrellSowell Management independent RIATeton Wealth Group LLC independent RIARIA to RIAMay 23, 2024Feb 1, 2021
Scott Taylor RirieValic Financial Advisors, Inc. BD affiliatedTeton Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2023Mar 5, 2024 (96 d)
Sean SnowWealthspire Retirement Advisory institutionalTeton Wealth Group LLC independent RIAOtherSep 5, 2023Apr 8, 2024 (216 d)
Bruce TynanDecker Retirement Planning Inc. independent RIATeton Wealth Group LLC independent RIARIA to RIANov 7, 2022Sep 6, 2022
Collin Mckenzie StaufferNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 22, 2022May 9, 2022
Brandon Paul WyattNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 22, 2022May 19, 2022
Manuel Rene NegronNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 12, 2022May 9, 2022
Ben BrackettSowell Management independent RIATeton Wealth Group LLC independent RIARIA to RIAFeb 23, 2022Feb 1, 2021
Joseph William AdairSowell Management independent RIATeton Wealth Group LLC independent RIARIA to RIAOct 27, 2021Feb 1, 2021
Jason N DixonCambridge Investment Research Advisors, Inc. BD affiliatedTeton Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2021Jun 30, 2021 (44 d)
Darren James WoodwardTransamerica Financial Advisors, LLC otherTeton Wealth Group LLC independent RIAOtherJul 15, 2014Apr 14, 2022 (2830 d)
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14 moves match.