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

Departures from Prio Wealth LP

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
Kelly Anne MorganPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 3, 2025
John Gerard BratschiPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 3, 2025
Thomas Frederic WoodhousePrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 17, 2025
William James DionPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 27, 2025
David Graham SwallowPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 24, 2025
Jeffrey J St. MaryPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 3, 2025
Robert Lauren DevinneyPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 17, 2025
Michael Javier Smith-VaughanPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 3, 2025
Stephen Reinhold PetersenPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 17, 2025
Alanna O'Connor SpadaPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 27, 2025
Kristin Cusimano BowserPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 17, 2025
Daniel Joseph ColemanPrio Wealth LP independent RIACerity Partners LLC independent RIARIA to RIAFeb 3, 2025Jan 17, 2025
Kelley Roche EllisPrio Wealth LP independent RIAWelch & Forbes LLC independent RIARIA to RIASep 26, 2022May 22, 2024 (604 d)
Catherine M KennedyPrio Wealth LP otherBirch Hill Investment Advisors LLC independent RIAOtherJan 25, 2018Aug 15, 2018 (202 d)
Gary Richard MikulaPrio Wealth LP otherBirch Hill Investment Advisors LLC otherOtherJun 5, 2007Jun 6, 2007
Robert Agnew OneilPrio Wealth LP otherBirch Hill Investment Advisors LLC otherOtherJun 5, 2007Jun 6, 2007
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16 moves match.