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 True Wealth Group
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 |
|---|---|---|---|---|---|
| Mathew W Hunnicutt | My Legacy Advisors, LLC independent RIA | True Wealth Group no RAUM | RIA to a newly registered adviser | Oct 1, 2024 | Aug 19, 2024 |
| Ian Patrick Laimbeer | My Legacy Advisors, LLC independent RIA | True Wealth Group no RAUM | RIA to a newly registered adviser | Oct 1, 2024 | Aug 19, 2024 |
| Donald Klotter | Mazama Capital Management Inc other | True Wealth Group independent RIA | Other | Apr 18, 2016 | Jul 2, 2026 (3727 d) |
Page 1 of 1
3 moves match.