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 Unity Wealth 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 |
|---|---|---|---|---|---|
| Noah Peter Kiedrowski | Stock Options Dad LLC unclassified | Unity Wealth Partners independent RIA | Other | Jul 23, 2024 | Jul 25, 2024 |
| Ju Hwan Oh | Ameritas Advisory Services, LLC BD affiliated | Unity Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2022 | Nov 1, 2023 (461 d) |
| Brandon L Rivera | Fit Strategic Advisors LLC unclassified | Unity Wealth Partners independent RIA | Other | Nov 2, 2020 | Jan 1, 2025 (1521 d) |
| Matthew Ames | Crown Capital Securities, L.P. independent RIA | Unity Wealth Partners independent RIA | RIA to RIA | Dec 31, 2019 | Dec 1, 2021 (701 d) |
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4 moves match.