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 Dhl Wealth Management 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 |
|---|---|---|---|---|---|
| Paden Ashlyn Demuth | Peak American Investment Advisors, Inc. independent RIA | Dhl Wealth Management LLC state registered | RIA to a state-registered adviser | Nov 18, 2022 | Apr 19, 2023 (152 d) |
| Aaron John Hutchinson | Peak American Investment Advisors, Inc. independent RIA | Dhl Wealth Management LLC state registered | RIA to a state-registered adviser | Oct 11, 2022 | Apr 21, 2023 (192 d) |
| Anthony Julian Lara | Peak American Investment Advisors, Inc. independent RIA | Dhl Wealth Management LLC state registered | RIA to a state-registered adviser | Oct 11, 2022 | Apr 21, 2023 (192 d) |
Page 1 of 1
3 moves match.