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.

Registered advisor

Stuart Michael Simchowitz

Rmr Wealth Builders, Inc.independent RIAMontclair, Nj IA-onlyIAPD 1520085

Feed of 09/14/2026

At current firm

6 y

since Jun 1, 2020

In the industry

39 y

since Nov 19, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rmr Wealth Builders, Inc. independent RIA current
since Jun 1, 2020 · Montclair, Nj
Calton & Associates, Inc. independent RIA
Oct 16, 2014 to Mar 31, 2022 · Montclair, Nj
American Portfolios Advisors, Inc former
Jun 19, 2008 to Apr 1, 2015 · Holbrook, Ny
Nrp Advisors, Inc. unclassified
Mar 4, 2008 to Nov 12, 2008 · White Plains, Ny
Nrp Financial, Inc. unclassified
May 18, 2007 to Oct 15, 2008 · Bryan, Oh
Bcg Securities, Inc. independent RIA
Aug 6, 2004 to May 21, 2007 · White Plains, Ny
Walnut Street Securities, Inc. former
Aug 1, 2003 to Aug 5, 2004 · St. Louis, Mo
Nathan & Lewis Securities, Inc. unclassified
Jan 10, 2001 to Aug 1, 2003 · Katanah, Ny

Moves

a registration end followed by a registration begin elsewhere

Calton & Associates, Inc. to Rmr Wealth Builders, Inc.
left Mar 31, 2022, registered Jun 1, 2020 (-668 days) · Affiliated broker-dealer or bank to independent RIA
American Portfolios Advisors, Inc to Calton & Associates, Inc.
left Apr 1, 2015, registered Oct 16, 2014 (-167 days) · Other
Nrp Advisors, Inc. to American Portfolios Advisors, Inc
left Nov 12, 2008, registered Jun 19, 2008 (-146 days) · Other
Nrp Financial, Inc. to Nrp Advisors, Inc.
left Oct 15, 2008, registered Mar 4, 2008 (-225 days) · corporate re-registration, not a move
Bcg Securities, Inc. to Nrp Financial, Inc.
left May 21, 2007, registered May 18, 2007 (-3 days) · Other
Walnut Street Securities, Inc. to Bcg Securities, Inc.
left Aug 5, 2004, registered Aug 6, 2004 (1 days) · Other
Nathan & Lewis Securities, Inc. to Walnut Street Securities, Inc.
left Aug 1, 2003, registered Aug 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Stuart Michael Simchowitz left Calton & Associates, Inc. for Rmr Wealth Builders, Inc. (registered 2020-06-01)
Mar 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address