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 Coast Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Kenneth Eric Thomas | Success Wealth Management LLC independent RIA | Coast Wealth Management Group, LLC state registered | RIA to a state-registered adviser | Aug 27, 2026 | Aug 28, 2026 |
| Flavio Nelson Medeiros | Integrity Alliance, LLC BD affiliated | Coast Wealth Management Group, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 8, 2025 | Apr 9, 2025 |
Page 1 of 1
2 moves match.