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 Iliad Wealth Solutions
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 |
|---|---|---|---|---|---|
| Giexy Itiel Reyes | Primerica Advisors national BD | Iliad Wealth Solutions mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2026 | Aug 13, 2026 |
| Aaron Stephen Lannon | Rovin Capital independent RIA | Iliad Wealth Solutions mixed wealth | RIA to RIA | Feb 9, 2026 | Feb 5, 2026 |
| Joshua Charles Miller | Guardian Wealth Partners, LLC no RAUM | Iliad Wealth Solutions no RAUM | Other | Sep 29, 2021 | Nov 15, 2021 (47 d) |
| Travis Paul Jack | Cwm, LLC BD affiliated | Iliad Wealth Solutions institutional | Other | Jun 10, 2021 | Nov 21, 2022 (529 d) |
| Christian Patrick Pearson | The Wealth Consulting Group independent RIA | Iliad Wealth Solutions institutional | Other | Feb 13, 2019 | Jun 12, 2022 (1215 d) |
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5 moves match.