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 Generational Private Wealth
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 |
|---|---|---|---|---|---|
| Frederick Wesley Hubach | Belgrade Wealth Management LLC unclassified | Generational Private Wealth independent RIA | Other | Apr 1, 2025 | Oct 7, 2025 (189 d) |
| Travis Nicole Johnson | Hemington Wealth Management independent RIA | Generational Private Wealth independent RIA | RIA to RIA | May 16, 2024 | Jun 22, 2025 (402 d) |
| Ryon Patrick Beyer | Hemington Wealth Management independent RIA | Generational Private Wealth independent RIA | RIA to RIA | Jan 5, 2023 | Apr 3, 2023 (88 d) |
Page 1 of 1
3 moves match.