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 Prestige Wealthwide, 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 |
|---|---|---|---|---|---|
| Lucas Linden Allen | Landmark Wealth Advisors, LLC independent RIA | Prestige Wealthwide, LLC independent RIA | RIA to RIA | Jun 20, 2023 | Jun 30, 2023 |
| Mark Brandon Ward | Retirement Planners Of America independent RIA | Prestige Wealthwide, LLC independent RIA | RIA to RIA | Feb 27, 2023 | Mar 13, 2023 |
| Bryan Brenner Jordan | Zega Financial, LLC independent RIA | Prestige Wealthwide, LLC no RAUM | RIA to a newly registered adviser | Jan 10, 2023 | Jul 20, 2022 |
| Sterling Lawrence Sessions | Zega Financial, LLC independent RIA | Prestige Wealthwide, LLC no RAUM | RIA to a newly registered adviser | Nov 15, 2022 | Oct 14, 2022 |
| Matthew Taylor Hoskins | Townsquare Capital, LLC mixed wealth | Prestige Wealthwide, LLC no RAUM | RIA to a newly registered adviser | Oct 20, 2022 | Sep 2, 2022 |
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5 moves match.