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 Blakely Walters Wealth Management

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
Edward Connor MarunaNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2025Mar 4, 2025
James Carlyle BlakelyNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMOtherJul 10, 2025Jun 12, 2023
Sloan Dylan WaltersNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMOtherJul 10, 2025Jun 9, 2023
Paul Nicholas ButlerNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMOtherJul 10, 2025Jun 12, 2023
Kathryn SwanNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMOtherJul 10, 2025Jun 9, 2023
Nicholas LisleNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMOtherJul 15, 2024Jun 12, 2023
Nathaniel Jordan DoddNext Financial Group, Inc. BD affiliatedBlakely Walters Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 5, 2023Jun 9, 2023
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7 moves match.