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 Dodds 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 |
|---|---|---|---|---|---|
| Kayla Marie Benjamin | Gill Capital Partners independent RIA | Dodds Wealth, LLC independent RIA | RIA to RIA | Nov 9, 2023 | Nov 28, 2023 |
| Andrew T Dodds | Dodds Wealth Management Group unclassified | Dodds Wealth, LLC no RAUM | Other | May 15, 2023 | Jan 8, 2023 |
| Deanna Lee Meyer | Dodds Wealth Management Group unclassified | Dodds Wealth, LLC no RAUM | Other | May 15, 2023 | Jan 6, 2023 |
| Brennan Paul Pate | Dodds Wealth Management Group unclassified | Dodds Wealth, LLC no RAUM | Other | May 15, 2023 | Jan 8, 2023 |
| John Michael Dodds | Dodds Wealth Management Group unclassified | Dodds Wealth, LLC no RAUM | Other | May 15, 2023 | Jan 8, 2023 |
| Dean Edward Norsworthy | Dodds Wealth Management Group unclassified | Dodds Wealth, LLC no RAUM | Other | May 15, 2023 | Jan 8, 2023 |
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6 moves match.