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 Avid Wealth Partners, 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 |
|---|---|---|---|---|---|
| Russell Garrett Stehling | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 1, 2022 | Nov 1, 2022 |
| Alicia Ashley Fuschak | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 1, 2022 | Nov 1, 2022 |
| Eric Ilmari Kala | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 1, 2022 | Nov 1, 2022 |
| Barret L Kolle | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 1, 2022 | Nov 1, 2022 |
| Lindsey P Tablizo | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2022 | Jul 14, 2026 (1351 d) |
| Daniel John Reinke | Newedge Advisors BD affiliated | Avid Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 1, 2022 | Nov 1, 2022 |
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6 moves match.