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 Solidarity Wealth, 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
Cameron D ColeAlliancebernstein L.P. asset managerSolidarity Wealth, LLC independent RIAOtherDec 13, 2024Dec 5, 2024
Alexandria Bethany Shockey TuckerJ.P. Morgan Securities LLC wirehouseSolidarity Wealth, LLC independent RIAWirehouse to independent RIAJun 16, 2022Jan 8, 2024 (571 d)
Daniel ClarkKera Capital Partners independent RIASolidarity Wealth, LLC independent RIARIA to RIAMar 18, 2022Mar 18, 2022
Robert Clark FeatherstoneMorgan Stanley wirehouseSolidarity Wealth, LLC independent RIAWirehouse to independent RIANov 15, 2021Jan 27, 2022 (73 d)
Jeffrey Thomas MccleanWells Fargo Advisors wirehouseSolidarity Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 1, 2021Oct 22, 2021
William James MortimerWells Fargo Advisors wirehouseSolidarity Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 29, 2021Oct 22, 2021
Zachary Montague WhitchurchWells Fargo Advisors wirehouseSolidarity Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 29, 2021Oct 22, 2021
Veronica FoxWells Fargo Advisors wirehouseSolidarity Wealth, LLC independent RIAWirehouse to independent RIAOct 29, 2021Jan 27, 2022 (90 d)
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8 moves match.