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 Gaddis Premier Wealth Advisors 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.

AdvisorFromToTypeLeftRegistered
Leah Anne BrooksSecurities America Advisors, Inc. BD affiliatedGaddis Premier Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2023Oct 3, 2023
Teresa Marie AdamsLPL Financial LLC independent RIAGaddis Premier Wealth Advisors LLC no RAUMRIA to a newly registered adviserJul 6, 2022Jun 23, 2022
Dave Allan ReedLPL Financial LLC independent RIAGaddis Premier Wealth Advisors LLC no RAUMRIA to a newly registered adviserJul 5, 2022Jun 24, 2022
Roger Dale GaddisKestra Advisory Services, LLC BD affiliatedGaddis Premier Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 24, 2022Jun 23, 2022
Derek Jonathon HinesKestra Advisory Services, LLC BD affiliatedGaddis Premier Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 24, 2022Jun 23, 2022
Jordan Wesley HaddoxKestra Advisory Services, LLC BD affiliatedGaddis Premier Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2022Jan 1, 2025 (922 d)
Leigh Ann GaddisKestra Advisory Services, LLC BD affiliatedGaddis Premier Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 14, 2022Jun 23, 2022 (70 d)
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7 moves match.