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 Rca Wealth Strategies 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 |
|---|---|---|---|---|---|
| Ian Matthew Myers | UBS Financial Services Inc. wirehouse | Rca Wealth Strategies LLC state registered | Wirehouse to a state-registered adviser | Aug 24, 2026 | Aug 27, 2026 |
| Kathleen Nina Sanford | Redhawk Wealth Advisors, Inc. independent RIA | Rca Wealth Strategies LLC state registered | RIA to a state-registered adviser | Jun 3, 2024 | Jun 3, 2024 |
| Michael Joseph Rood | Insight Financial Services independent RIA | Rca Wealth Strategies LLC state registered | RIA to a state-registered adviser | Oct 28, 2021 | Oct 27, 2021 |
| Jace W Champlin | Insight Financial Services independent RIA | Rca Wealth Strategies LLC state registered | RIA to a state-registered adviser | Oct 28, 2021 | Oct 27, 2021 |
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4 moves match.