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 Retirepath 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 |
|---|---|---|---|---|---|
| Daniel Wayne Sandefur | Edward Jones national BD | Retirepath Wealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 7, 2026 | May 8, 2026 |
| Joe Allen Justus | Trutoro independent RIA | Retirepath Wealth, LLC state registered | RIA to a state-registered adviser | Dec 31, 2024 | Jan 2, 2025 |
| James Warren Gentry | Legacy Capital Wealth Partners, LLC independent RIA | Retirepath Wealth, LLC state registered | RIA to a state-registered adviser | Feb 26, 2024 | Jan 2, 2025 (311 d) |
| Dale Edward Colclasure | Ae Wealth Management, LLC BD affiliated | Retirepath Wealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 24, 2023 | Mar 15, 2023 |
| Cory Greer Johnson | Simmons First Investment Group, Inc. other | Retirepath Wealth, LLC state registered | Other | Feb 1, 2010 | May 27, 2026 (5959 d) |
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5 moves match.