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 Cypress Capital Wealth Management 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 |
|---|---|---|---|---|---|
| Noah Spencer Housler | Valeo Financial Advisors, LLC independent RIA | Cypress Capital Wealth Management LLC mixed wealth | RIA to RIA | Feb 9, 2026 | Apr 16, 2026 (66 d) |
| Emma Kate Strong | J.P. Morgan Securities LLC wirehouse | Cypress Capital Wealth Management LLC institutional | Other | Mar 23, 2021 | Jun 18, 2021 (87 d) |
| James Michael Housler | Palatine Hill Wealth Management independent RIA | Cypress Capital Wealth Management LLC other | Other | Jan 11, 2021 | Jan 1, 2025 (1451 d) |
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3 moves match.