DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RITHOLTZ WEALTH MANAGEMENT
NEW YORK, NY | Willow Grove, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | Independent wealth | May 10, 2021 | n/a | yes | Willow Grove, PA|NEW YORK, NY | Current employment |
| INTEGER WEALTH ADVISORS GROUP, LLC | Former SEC adviser | Feb 17, 2020 | Jul 21, 2021 | no | BLUE BELL, PA|CARTERSVILLE, GA | Previous registration |
| GROVE STREET FIDUCIARY, LLC | Independent wealth | Sep 4, 2019 | Oct 28, 2019 | no | PETERBOROUGH, NH | Previous registration |
| COMPASS ION ADVISORS, LLC | Independent wealth | Apr 30, 2018 | Jul 22, 2019 | no | CONSHOHOCKEN, PA | Previous registration |
| MYCIO WEALTH PARTNERS, LLC | Independent wealth | Jun 19, 2017 | Apr 24, 2018 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGER WEALTH ADVISORS GROUP, LLC | RITHOLTZ WEALTH MANAGEMENT | Jul 21, 2021 | May 10, 2021 | -72 | Firm change after gap | RIA to RIA |
| GROVE STREET FIDUCIARY, LLC | INTEGER WEALTH ADVISORS GROUP, LLC | Oct 28, 2019 | Feb 17, 2020 | 112 | Firm change | RIA to RIA |
| COMPASS ION ADVISORS, LLC | GROVE STREET FIDUCIARY, LLC | Jul 22, 2019 | Sep 4, 2019 | 44 | Firm change | RIA to RIA |
| MYCIO WEALTH PARTNERS, LLC | COMPASS ION ADVISORS, LLC | Apr 24, 2018 | Apr 30, 2018 | 6 | Firm change | RIA to RIA |