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 Alliance Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Chad Edwards Kelley | Physician Wealth Advisors, Inc. independent RIA | Alliance Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 5, 2022 | Apr 12, 2022 |
| Scott G Hoxer | Townsquare Capital, LLC mixed wealth | Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 22, 2021 | Jun 25, 2021 |
| Jaron Allen Munk | Townsquare Capital, LLC mixed wealth | Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 22, 2021 | Jun 25, 2021 |
| Paul Alfred Coles | Townsquare Capital, LLC mixed wealth | Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 22, 2021 | Jun 25, 2021 |
| Mason Michael Page | Townsquare Capital, LLC mixed wealth | Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 22, 2021 | Jun 25, 2021 |
| Benjamin David Coles | Townsquare Capital, LLC mixed wealth | Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 22, 2021 | Jun 25, 2021 |
Page 1 of 1
6 moves match.