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 Imprint 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
Richard J CalhounLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAMar 18, 2024Apr 8, 2024
Andrew Joseph KroneLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 28, 2023
Craig Daniel PriceLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Aug 29, 2023
Michael J IacampoLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Sep 7, 2023 (34 d)
Nancy ZehrLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 11, 2023
Mackenzie C RickmanLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 14, 2023
Sean D McveyLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 14, 2023
Jenee C PetersLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 21, 2023
John CiminoLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 17, 2023
Nelson PereiraLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 17, 2023
Laurence Elliott HulbertLaidlaw Wealth Management LLC independent RIAImprint Wealth LLC independent RIARIA to RIAAug 4, 2023Jul 14, 2023
Erik Robert FlegalEudaimonia Partners, LLC independent RIAImprint Wealth LLC independent RIARIA to RIASep 23, 2022Apr 9, 2024 (564 d)
Kenneth Lake PipkinEudaimonia Partners, LLC independent RIAImprint Wealth LLC independent RIARIA to RIAJul 22, 2022Jan 17, 2023 (179 d)
Tye Lake PipkinEudaimonia Partners, LLC independent RIAImprint Wealth LLC no RAUMRIA to a newly registered adviserJul 22, 2022Jul 19, 2022
Joseph Gerard McquaidEudaimonia Partners, LLC independent RIAImprint Wealth LLC no RAUMRIA to a newly registered adviserJun 1, 2022Jul 15, 2022 (44 d)
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15 moves match.