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 Braypark 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.

AdvisorFromToTypeLeftRegistered
Christopher FonoOsaic Wealth, Inc. BD affiliatedBraypark Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Mar 12, 2026
Jordan Tyler EdenEquitable Advisors, LLC national BDBraypark Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 7, 2025Mar 5, 2025
Enrico Malpas SantosLPL Enterprise, LLC no RAUMBraypark Wealth Management no RAUMOtherMar 5, 2025Feb 28, 2025
My P NguyenWells Fargo Advisors wirehouseBraypark Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 15, 2024May 12, 2025 (209 d)
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4 moves match.