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 Three Arch 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 |
|---|---|---|---|---|---|
| Becky Rees Vasquez | Index Fund Advisors, Inc. independent RIA | Three Arch Wealth Management LLC no RAUM | RIA to a newly registered adviser | Jan 10, 2025 | Jan 8, 2025 |
| Sunni Danae Allen | Index Fund Advisors, Inc. independent RIA | Three Arch Wealth Management LLC no RAUM | RIA to a newly registered adviser | Jan 10, 2025 | Jan 9, 2025 |
| Tyler Richard Vasquez | Index Fund Advisors, Inc. independent RIA | Three Arch Wealth Management LLC independent RIA | RIA to RIA | Jan 10, 2025 | Aug 6, 2025 (208 d) |
| Ronak H Doshi | Jsf Financial, LLC independent RIA | Three Arch Wealth Management LLC no RAUM | RIA to a newly registered adviser | Mar 21, 2024 | Jan 8, 2025 (293 d) |
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4 moves match.