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 Truewealth Financial Partners
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 |
|---|---|---|---|---|---|
| Samuel Wisneski | Strategic Advisers LLC national BD | Truewealth Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | May 5, 2026 (33 d) |
| Jamie Michelle Langlow | Fidelity Personal And Workplace Advisors BD affiliated | Truewealth Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2024 | Aug 20, 2025 (331 d) |
| Glenn Marshall Rossman | LPL Financial LLC BD affiliated | Truewealth Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 16, 2021 | Sep 12, 2021 |
| Patrick Bruce Severson | LPL Financial LLC BD affiliated | Truewealth Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 16, 2021 | Sep 12, 2021 |
| Kathryn R Kokenge | Russell Investments other | Truewealth Financial Partners independent RIA | Other | May 24, 2017 | Jul 26, 2024 (2620 d) |
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5 moves match.