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 Redwood Private Wealth

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
Courtney Lashay Wiley IngramCornerstone Advisors LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 9, 2024Nov 1, 2024
Paul Peter SalamonBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 1, 2024Aug 3, 2022
Zachary Norman GriswoldOld Lantern Investments, LLC unclassifiedRedwood Private Wealth independent RIAOtherAug 2, 2024Sep 4, 2024 (33 d)
Jason Warren HedstrandOsaic Wealth, Inc. BD affiliatedRedwood Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2024Feb 7, 2024
Barry L Metrokas-KamisonCorecap Advisors BD affiliatedRedwood Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIANov 22, 2023Nov 20, 2023
Nicholas Adam BourFiscal Wisdom Wealth Management LLC independent RIARedwood Private Wealth independent RIARIA to RIASep 22, 2023Sep 26, 2023
William H AndersonBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 30, 2023Jun 17, 2022
Nicholas M GreenhouseBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 30, 2023Jun 17, 2022
Joseph Edward WardBelpointe Asset Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 28, 2023Jun 1, 2022
Gerald Philip SheridanEmerald Blue Advisors state registeredRedwood Private Wealth independent RIAOtherJun 9, 2023Jun 16, 2023
David Douglas SwansonPension Partners unclassifiedRedwood Private Wealth independent RIAOtherJun 1, 2023Jul 6, 2023 (35 d)
Timothy Edward MeyerCoppell Advisory Solutions LLC independent RIARedwood Private Wealth independent RIARIA to RIAApr 11, 2023Apr 14, 2023
Murray I WoloshinNew Century Capital Management, LLC otherRedwood Private Wealth independent RIAOtherDec 31, 2022Oct 31, 2022
James Allen CrowWealth Planners Advisory Group unclassifiedRedwood Private Wealth independent RIAOtherDec 31, 2022Oct 6, 2022
Peter Domenick ColicchiaNew Century Capital Management, LLC otherRedwood Private Wealth independent RIAOtherDec 31, 2022Aug 16, 2022
Jonathan Leif HolljesWealthcare Advisory Partners LLC independent RIARedwood Private Wealth independent RIARIA to RIANov 10, 2022Nov 2, 2022
Michael Alexander WatkinsHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIAOct 4, 2022Oct 25, 2022
Joann Marie NorthHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIASep 30, 2022Sep 30, 2022
Frank Charles StamaCoppell Advisory Solutions LLC independent RIARedwood Private Wealth independent RIARIA to RIAAug 11, 2022Aug 25, 2022
Timothy Jay BeemanFirst Advisors National, LLC independent RIARedwood Private Wealth independent RIARIA to RIAAug 1, 2022Aug 1, 2022
Bryan NicolaysenBrookstone Capital Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJul 15, 2022Jul 15, 2022
Jeremy David BryantProsperity Capital Advisors independent RIARedwood Private Wealth independent RIARIA to RIAJun 16, 2022Jun 16, 2022
Robin Lou DepiesHorter Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIAJun 13, 2022Jun 10, 2022
Jamilah MccluneyBlue Ocean Capital Management, LLC unclassifiedRedwood Private Wealth independent RIAOtherApr 1, 2022Apr 4, 2022
Martin Aaron ShapiroWoodbury Financial Services, Inc. BD affiliatedRedwood Private Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 2, 2022Feb 24, 2022
John Charles WrightWoodbury Financial Services, Inc. BD affiliatedRedwood Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2022Aug 24, 2022 (175 d)
Larry Robert BladesRetirement And Investment Solutions, LLC unclassifiedRedwood Private Wealth no RAUMOtherDec 31, 2021Dec 21, 2021
John Kenneth MatthewsMatthews Investment Company, LLC unclassifiedRedwood Private Wealth no RAUMOtherNov 17, 2021Nov 17, 2021
Robert Travis EvansFoundations Investment Advisors LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserNov 16, 2021Nov 17, 2021
Peter Donald ThaldorfBelpointe Asset Management LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserSep 20, 2021Sep 16, 2021
Thomas Michael StoltmanBelpointe Asset Management LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserSep 20, 2021Sep 16, 2021
Casey CasonWorld Equity Group, Inc. BD affiliatedRedwood Private Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 25, 2021Dec 13, 2021 (110 d)
Richard Marc MyerBlackridge Asset Management, LLC BD affiliatedRedwood Private Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 30, 2021Dec 10, 2021 (133 d)
Jesse Marichalar GalindoWealth Watch Advisors, Inc independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 26, 2021Jul 15, 2021
Joanne Fay BrownHorter Investment Management, LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 16, 2021Jul 12, 2021
Bryan Dean MyersSera Capital Management, LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 14, 2021Jun 28, 2021
Thomas Edward SpaceAdvisors Financial Planning Group, LLC unclassifiedRedwood Private Wealth no RAUMOtherJul 9, 2021Jul 2, 2021
Charles Henry TrakasVirtue Capital Management, LLC independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 2, 2021Jul 2, 2021
Charles Edward NashPfm Advisor unclassifiedRedwood Private Wealth no RAUMOtherJun 30, 2021Jun 30, 2021
Andrew Jacob KeehnCreativeone Wealth, LLC independent RIARedwood Private Wealth independent RIARIA to RIADec 1, 2020May 23, 2022 (538 d)
Paul Henry LefevreSecure Investment Management, LLC independent RIARedwood Private Wealth independent RIARIA to RIAJan 8, 2019Jul 26, 2023 (1660 d)
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41 moves match.