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 Tailwinds 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick Conor Manning | Great Waters Financial independent RIA | Tailwinds Wealth, LLC independent RIA | RIA to RIA | Jan 29, 2024 | Oct 31, 2025 (641 d) |
| Megan Marie Nadeau | Great Waters Financial independent RIA | Tailwinds Wealth, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2022 | Sep 30, 2022 (45 d) |
| Cody Joseph Nadeau | Great Waters Financial independent RIA | Tailwinds Wealth, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2022 | Oct 11, 2022 (56 d) |
| Brian Jeffrey Jass | Great Waters Financial independent RIA | Tailwinds Wealth, LLC no RAUM | RIA to a newly registered adviser | Aug 8, 2022 | Sep 2, 2022 |
| Will Keith Johnson | Great Waters Financial independent RIA | Tailwinds Wealth, LLC no RAUM | RIA to a newly registered adviser | Aug 8, 2022 | Sep 2, 2022 |
| Skip Gordon Johnson | Advisornet Wealth Partners independent RIA | Tailwinds Wealth, LLC independent RIA | RIA to RIA | Jul 19, 2021 | Jan 14, 2026 (1640 d) |
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6 moves match.