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 M2 Financial 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 |
|---|---|---|---|---|---|
| Brandon Paul Wyatt | Impact Partnership Wealth, LLC independent RIA | M2 Financial LLC state registered | RIA to a state-registered adviser | Dec 26, 2024 | Jan 2, 2025 |
| Randy Lee Swartwood | Teton Wealth Group LLC independent RIA | M2 Financial LLC state registered | RIA to a state-registered adviser | Nov 27, 2023 | Nov 27, 2023 |
| Manuel Rene Negron | Teton Wealth Group LLC independent RIA | M2 Financial LLC state registered | RIA to a state-registered adviser | May 22, 2023 | Jan 17, 2024 (240 d) |
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3 moves match.