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 Dynic Wealth Management 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 |
|---|---|---|---|---|---|
| Dylan Thomas Flategraff | UBS Financial Services Inc. wirehouse | Dynic Wealth Management LLC state registered | Wirehouse to a state-registered adviser | May 5, 2022 | Aug 8, 2022 (95 d) |
| Grant Michael Kamin | Raymond James Financial Services Advisors, Inc BD affiliated | Dynic Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 2, 2022 | Nov 14, 2022 (196 d) |
| Nicholas James Robertson | UBS Financial Services Inc. wirehouse | Dynic Wealth Management LLC state registered | Wirehouse to a state-registered adviser | Mar 15, 2022 | Aug 8, 2022 (146 d) |
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3 moves match.