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 Fiat Wealth Management
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 |
|---|---|---|---|---|---|
| Gayle Ann Ross | Brookstone Wealth Advisors, LLC no RAUM | Fiat Wealth Management independent RIA | Other | Oct 6, 2023 | Feb 16, 2024 (133 d) |
| Lauren Ann Brown | 360 Financial independent RIA | Fiat Wealth Management independent RIA | RIA to RIA | Aug 16, 2023 | Feb 16, 2024 (184 d) |
| Darren Joseph Lepak | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management independent RIA | RIA to RIA | Jun 11, 2022 | Aug 9, 2022 (59 d) |
| Matthew Roy Stahl | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Feb 22, 2022 |
| Bradly Joseph Gotto | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Feb 22, 2022 |
| Ashley Marie Milot | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Mar 16, 2022 |
| Scott Douglas Airey | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Feb 22, 2022 |
| Daniel Colvin | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Feb 22, 2022 |
| Daniel James David Petkau | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Feb 22, 2022 |
| Andrew Heuss | Foundations Investment Advisors LLC independent RIA | Fiat Wealth Management no RAUM | RIA to a newly registered adviser | Jun 3, 2022 | Mar 4, 2022 |
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10 moves match.