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 Wright Wealth 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
Timothy Sean BenbowNovapoint Capital LLC independent RIAWright Wealth LLC independent RIARIA to RIAJan 23, 2024Mar 19, 2024 (56 d)
John Allan DuncanNovapoint Capital LLC independent RIAWright Wealth LLC independent RIARIA to RIAAug 2, 2023Jan 17, 2024 (168 d)
Richard Omer MauriceIronridge Wealth Management, LLC independent RIAWright Wealth LLC independent RIARIA to RIAMay 15, 2023Jun 14, 2023
Stephen Kyle WadeMorgan Stanley wirehouseWright Wealth LLC independent RIAWirehouse to independent RIASep 8, 2022Jan 18, 2024 (497 d)
Jeffery Vernon WrightNovapoint Capital LLC independent RIAWright Wealth LLC independent RIARIA to RIAMay 17, 2022Jan 11, 2024 (604 d)
Page 1 of 1
5 moves match.