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 Precedent Wealth Partners, 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 |
|---|---|---|---|---|---|
| Lantz Daryle Bowman | Advisors Capital Management, LLC independent RIA | Precedent Wealth Partners, LLC independent RIA | RIA to RIA | Jun 3, 2026 | May 19, 2026 |
| Grant Jonathan Williams | Linscomb Wealth, Inc. independent RIA | Precedent Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | May 12, 2023 | Apr 21, 2023 |
| George Franklin Williams | Linscomb Wealth, Inc. independent RIA | Precedent Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | May 12, 2023 | Apr 21, 2023 |
| Joseph Harold Williams | Linscomb Wealth, Inc. independent RIA | Precedent Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | May 12, 2023 | Apr 21, 2023 |
| Sarah Eloise Williams | Linscomb Wealth, Inc. independent RIA | Precedent Wealth Partners, LLC independent RIA | RIA to RIA | Apr 14, 2023 | Apr 4, 2024 (356 d) |
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5 moves match.