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 Doyenne Wealth Advisors

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
Paulina Barbara CylwikVanguard Advisers, Inc. BD affiliatedDoyenne Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2023Feb 1, 2024 (364 d)
Suzanne Marie WetzelBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Mary Claire AllvineBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 5, 2022
Katherine Tara DonaldsonBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Kristin Lee BalonBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Anne Roesner PettyBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Kelsey Anne SpresserBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Maureen Vigland MillerBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Phoebe Claire StefaniBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Alyssa Kathleen SchusterBrownson, Rehmus & Foxworth, Inc. independent RIADoyenne Wealth Advisors independent RIARIA to RIAJan 13, 2022Feb 9, 2022
Tesa Brooke WilliamsonNuveen Fund Advisors, LLC otherDoyenne Wealth Advisors independent RIAOtherMar 31, 2011May 16, 2022 (4064 d)
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11 moves match.