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 Martinsen Wealth Management
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 |
|---|---|---|---|---|---|
| Nathan Niels Faerber | Trajan Wealth, L.L.C. independent RIA | Martinsen Wealth Management independent RIA | RIA to RIA | Apr 8, 2026 | Mar 20, 2026 |
| Johnny Ray Hernandez | Morgan Stanley wirehouse | Martinsen Wealth Management independent RIA | Wirehouse to independent RIA | Nov 11, 2025 | Nov 7, 2025 |
| Lane G Martinsen | First Advisors National, LLC independent RIA | Martinsen Wealth Management no RAUM | RIA to a newly registered adviser | Mar 3, 2025 | Sep 9, 2024 |
| Kenneth Sherman Holmes | First Advisors National, LLC independent RIA | Martinsen Wealth Management no RAUM | RIA to a newly registered adviser | Jan 6, 2025 | Sep 11, 2024 |
| Darin Glen Tuttle | Tuttle Ventures, LLC unclassified | Martinsen Wealth Management no RAUM | Other | Dec 23, 2024 | Sep 23, 2024 |
| Mark Goaslind | First Advisors National, LLC independent RIA | Martinsen Wealth Management no RAUM | RIA to a newly registered adviser | Oct 1, 2024 | Oct 1, 2024 |
| Jeremy Lane Vaught | First Advisors National, LLC independent RIA | Martinsen Wealth Management no RAUM | RIA to a newly registered adviser | Oct 1, 2024 | Aug 23, 2024 |
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7 moves match.