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 Daner Wealth Management, 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 |
|---|---|---|---|---|---|
| Marc Steven Daner | Wells Fargo Advisors wirehouse | Daner Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 23, 2022 | Jan 4, 2022 |
| Kellie Marie Borror | Wells Fargo Advisors wirehouse | Daner Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 23, 2022 | Sep 27, 2022 (188 d) |
Page 1 of 1
2 moves match.