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 Catalyst 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 |
|---|---|---|---|---|---|
| Riley Harris Feldman | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Cameron Thomas Elafros | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 18, 2024 |
| Rayce Nunley | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Korosh Ataei | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Zachery Roth | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Brendan Michael Riley | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Justin Joyce | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2024 | Apr 19, 2024 |
| Daniel Joseph Weatherton | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 18, 2024 | Apr 19, 2024 |
| Coleman Crawford Davis | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 17, 2024 | Apr 19, 2024 |
| Quan Dat Anh Nguyen | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 16, 2024 | Apr 19, 2024 |
| Garrett Travis John Ronning | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 16, 2024 | Apr 23, 2024 |
| Michael D. Nguyen | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 16, 2024 | Apr 19, 2024 |
| Brandon Jake Blankenship | Gwn Securities Inc. BD affiliated | Catalyst Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 16, 2024 | Apr 19, 2024 |
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13 moves match.