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 Filigree 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gerald Jay Graves | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | May 16, 2022 | Mar 8, 2022 |
| Chris G. Dudley | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC independent RIA | RIA to RIA | May 16, 2022 | Dec 18, 2024 (947 d) |
| Griffin James Graves | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | May 16, 2022 | Mar 7, 2022 |
Page 1 of 1
3 moves match.