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 Globalink 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 |
|---|---|---|---|---|---|
| Susan Jen | Transglobal Advisory, LLC independent RIA | Globalink Wealth Management, LLC state registered | RIA to a state-registered adviser | Dec 24, 2024 | Aug 3, 2026 (587 d) |
| Michael Horng-Jyh Fang | Transglobal Advisory, LLC independent RIA | Globalink Wealth Management, LLC state registered | RIA to a state-registered adviser | Jun 30, 2022 | Apr 8, 2024 (648 d) |
| Michael Junhua Liao | Transglobal Advisory, LLC independent RIA | Globalink Wealth Management, LLC state registered | RIA to a state-registered adviser | Jun 30, 2022 | Mar 16, 2023 (259 d) |
| Zhuoli Wang | Transglobal Advisory, LLC independent RIA | Globalink Wealth Management, LLC state registered | RIA to a state-registered adviser | Feb 3, 2021 | Mar 16, 2023 (771 d) |
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4 moves match.