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 Dkm Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Zachary Taylor Welz | Fidelity Personal And Workplace Advisors BD affiliated | Dkm Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 8, 2025 |
| Taylor Michael Welz | Litman Gregory Wealth Management, LLC independent RIA | Dkm Wealth Management, Inc. independent RIA | RIA to RIA | Jun 30, 2022 | Jun 24, 2022 |
| Daniel Miladinovich | Litman Gregory Wealth Management, LLC independent RIA | Dkm Wealth Management, Inc. no RAUM | RIA to a newly registered adviser | Oct 28, 2021 | Oct 27, 2021 |
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3 moves match.