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 Perspective Wealth Advisors
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 |
|---|---|---|---|---|---|
| Josh William Weisel | Alphacore Capital LLC independent RIA | Perspective Wealth Advisors independent RIA | RIA to RIA | Jul 17, 2026 | Jul 31, 2026 |
| Zachary Adam Gasper | Northwestern Mutual Investment Services,LLC no RAUM | Perspective Wealth Advisors no RAUM | Other | Sep 9, 2024 | Sep 9, 2024 |
| Cole Gunnar Johnson | Northwestern Mutual Investment Services,LLC no RAUM | Perspective Wealth Advisors no RAUM | Other | Sep 9, 2024 | Sep 9, 2024 |
| James Alexander Milroy | Easterly Funds LLC asset manager | Perspective Wealth Advisors independent RIA | Other | Mar 26, 2024 | May 28, 2025 (428 d) |
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4 moves match.