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 Wealth More Enterprise, Inc.
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 |
|---|---|---|---|---|---|
| Desiree Fisher | Cic Wealth, LLC independent RIA | Wealth More Enterprise, Inc. no RAUM | Other | Dec 31, 2024 | Aug 28, 2024 |
| Tanya Frias | Quantitative Finance LLC no RAUM | Wealth More Enterprise, Inc. no RAUM | Other | Nov 2, 2023 | Aug 29, 2024 (301 d) |
| Richard Taborda | Freeman Capital Advisors independent RIA | Wealth More Enterprise, Inc. no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Aug 29, 2024 (607 d) |
| Cory Adeoye Falade | Freeman Capital Advisors independent RIA | Wealth More Enterprise, Inc. no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Aug 28, 2024 (606 d) |
| Jacob Lee Stewart | Cgn Advisors, LLC independent RIA | Wealth More Enterprise, Inc. no RAUM | RIA to a newly registered adviser | Aug 11, 2022 | Aug 28, 2024 (748 d) |
| Kevin L Matthews | Citigroup Global Markets Inc. BD affiliated | Wealth More Enterprise, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 18, 2018 | Oct 15, 2025 (2646 d) |
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6 moves match.