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 Telos Wealth Advisors
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 |
|---|---|---|---|---|---|
| Dawn Edythe Campbell | Terra Wealth independent RIA | Telos Wealth Advisors state registered | RIA to a state-registered adviser | Aug 13, 2026 | Mar 23, 2026 |
| Samuel Mcculloh Crump | Apollon Wealth Management, LLC independent RIA | Telos Wealth Advisors state registered | RIA to a state-registered adviser | Jan 5, 2024 | Jan 8, 2024 |
| Daniel Michael Sheehan | UBS Financial Services Inc. wirehouse | Telos Wealth Advisors state registered | Wirehouse to a state-registered adviser | Aug 22, 2023 | Jan 12, 2024 (143 d) |
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3 moves match.