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 Tableaux 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.

AdvisorFromToTypeLeftRegistered
Bryce Edward SchulerBcas independent RIATableaux Wealth independent RIARIA to RIAJul 17, 2026Jul 17, 2026
Gary Elliot MartinelliMartinelli Discenza Investment Counsel, Inc. otherTableaux Wealth independent RIAOtherMar 28, 2025Feb 5, 2025
Luke Farrell DelormeAmerican Investment Services Inc independent RIATableaux Wealth independent RIARIA to RIAAug 6, 2024Aug 6, 2024
Matthew Samuel ChesterTruclarity Wealth Advisors independent RIATableaux Wealth independent RIARIA to RIANov 28, 2022Nov 10, 2022
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4 moves match.