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 Magnolia Private 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 |
|---|---|---|---|---|---|
| Chris Joseph Roe | Rx Wealth Advisors, LLC unclassified | Magnolia Private Wealth, LLC independent RIA | Other | Dec 31, 2024 | Dec 5, 2024 |
| Noah Darrow Schwartz | Blueprint Financial Strategies unclassified | Magnolia Private Wealth, LLC no RAUM | Other | Jan 10, 2024 | Jul 10, 2023 |
| Larry Gene Peery | Cavria Advisors unclassified | Magnolia Private Wealth, LLC no RAUM | Other | Dec 11, 2023 | Jul 14, 2023 |
| John Edward Fischer | Blueprint Financial Strategies unclassified | Magnolia Private Wealth, LLC no RAUM | Other | Jul 5, 2023 | Jul 17, 2023 |
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4 moves match.