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 Vorpahl Wing Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Colin Lynn Brooks | Robert W. Baird & Co. Incorporated mixed wealth | Vorpahl Wing Advisors, Inc. independent RIA | RIA to RIA | Apr 17, 2019 | Apr 18, 2019 |
| Ronald Gene Benzel | Robert W. Baird & Co. Incorporated other | Vorpahl Wing Advisors, Inc. independent RIA | Other | Oct 31, 2017 | Oct 19, 2017 |
| Tim J. Vorpahl | Vorpahl Wing Securities unclassified | Vorpahl Wing Advisors, Inc. independent RIA | Other | Dec 30, 2013 | May 20, 2025 (4159 d) |
| Jon Ashley Strine | Citigroup Global Markets Inc. other | Vorpahl Wing Advisors, Inc. independent RIA | Other | Oct 7, 2005 | Aug 14, 2010 (1772 d) |
| Dennis Casimier Roginski | Icm Asset Management Inc other | Vorpahl Wing Advisors, Inc. independent RIA | Other | Apr 6, 2005 | Nov 6, 2013 (3136 d) |
Page 1 of 1
5 moves match.