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 Decisionmap 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 |
|---|---|---|---|---|---|
| Luke Luck Bennett | Truist Advisory Services, Inc. BD affiliated | Decisionmap Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2023 | Jan 22, 2025 (436 d) |
| Paul Craven Bennett | United Capital Financial Advisors BD affiliated | Decisionmap Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 20, 2023 |
| Mark Edward Weber | United Capital Financial Advisors BD affiliated | Decisionmap Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 24, 2023 |
| Luke Robert Avery | United Capital Financial Advisors BD affiliated | Decisionmap Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Nov 1, 2023 |
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4 moves match.