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 Archway 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 |
|---|---|---|---|---|---|
| Timothy Reynolds O'Neal | Wells Fargo Advisors wirehouse | Archway Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 19, 2023 | Sep 18, 2023 |
| Rachel Conroy | Wells Fargo Advisors wirehouse | Archway Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 4, 2023 | Sep 19, 2023 |
| Samuel Joseph Everett | Wells Fargo Advisors wirehouse | Archway Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 4, 2015 | Sep 18, 2023 (3148 d) |
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3 moves match.