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 Winnacle Wealth, 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 |
|---|---|---|---|---|---|
| David Michael Nuckols | Brookstone Wealth Advisors, LLC no RAUM | Winnacle Wealth, LLC independent RIA | Other | Oct 21, 2025 | Jan 20, 2022 |
| John Dwyer | Tencap Wealth Coaching independent RIA | Winnacle Wealth, LLC independent RIA | RIA to RIA | Sep 16, 2025 | Dec 22, 2025 (97 d) |
| Mark Charles Dimaria | Creativeone Securities, LLC BD affiliated | Winnacle Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Dec 24, 2024 (724 d) |
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3 moves match.