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 Petros Family 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
Deanna Kay RensWells Fargo Advisors wirehousePetros Family Wealth, LLC independent RIAWirehouse to independent RIANov 24, 2025Nov 20, 2025
Thomas Harwell JenkinsWells Fargo Advisors wirehousePetros Family Wealth, LLC independent RIAWirehouse to independent RIANov 24, 2025Nov 20, 2025
Bridget Ellen WiltseWells Fargo Advisors wirehousePetros Family Wealth, LLC independent RIAWirehouse to independent RIANov 19, 2025Nov 20, 2025
Camie Moen QuigleyWells Fargo Advisors wirehousePetros Family Wealth, LLC independent RIAWirehouse to independent RIAAug 16, 2023Jan 7, 2026 (875 d)
Bixby Tyler GilbertsonWells Fargo Advisors wirehousePetros Family Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 18, 2023Feb 21, 2023
Cade JohnsonWells Fargo Advisors wirehousePetros Family Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 8, 2023Feb 21, 2023
Thomas Gregory KarlenWells Fargo Advisors wirehousePetros Family Wealth, LLC independent RIAWirehouse to independent RIAFeb 27, 2023Jun 1, 2023 (94 d)
Carl Robert LymangoodWells Fargo Advisors wirehousePetros Family Wealth, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 23, 2023Feb 21, 2023
Page 1 of 1
8 moves match.