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 Connective Wealth Partners, 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.

AdvisorFromToTypeLeftRegistered
William Alexander UllmanWater Street Advisors LLC unclassifiedConnective Wealth Partners, LLC independent RIAOtherDec 1, 2025Nov 19, 2025
Jill Christine WagnerFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025Jul 29, 2025
Kadri Claude AugustinFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025May 22, 2025
Joy Zilan LiuFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025Jul 29, 2025
Garrett Dean FaulconerFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025Jun 2, 2025
Tina HangFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025Jun 2, 2025
Erika MoromisatoFg Advisory Services, LLC. independent RIAConnective Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 19, 2025Jun 3, 2025
Andrew Thomas Nigrelli401 Financial state registeredConnective Wealth Partners, LLC no RAUMOtherJun 5, 2025May 29, 2025
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8 moves match.