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 Advantage Wealth Partners
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 |
|---|---|---|---|---|---|
| Curtis Watson Harrell | Wells Fargo Advisors wirehouse | Advantage Wealth Partners independent RIA | Wirehouse to independent RIA | Jun 4, 2024 | Jan 1, 2025 (211 d) |
| Alfred Michael Tounjian | Advantage Retirement Group independent RIA | Advantage Wealth Partners no RAUM | RIA to a newly registered adviser | Mar 28, 2024 | Feb 8, 2024 |
| David Joshua Antonucci | Advantage Retirement Group independent RIA | Advantage Wealth Partners no RAUM | RIA to a newly registered adviser | Mar 28, 2024 | Feb 12, 2024 |
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3 moves match.