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 Ridgeline Private Wealth
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 |
|---|---|---|---|---|---|
| Brandon Kyle Catrett | Stewardship Advisory Group, LLC independent RIA | Ridgeline Private Wealth independent RIA | RIA to RIA | Mar 31, 2023 | May 12, 2023 (42 d) |
| Caleb Will Huftalin | Catalyst Wealth Management independent RIA | Ridgeline Private Wealth independent RIA | RIA to RIA | Apr 22, 2022 | Mar 2, 2022 |
| Stephen Daniel Hofmann | Midland Financial Advisors, Inc. independent RIA | Ridgeline Private Wealth independent RIA | RIA to RIA | Mar 15, 2019 | May 5, 2022 (1147 d) |
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3 moves match.