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 Burt Wealth Advisors

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
Frederick Joseph CorneliusBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Maria Georgeanne CorneliusBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Myrle Albertha SimoneBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Todd Daniel GrowneyBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Deanna Carole TomasettiBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Beth K VenitBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Pranali Pai FortiniBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Jennifer C. MaclennanBurt Wealth Advisors independent RIACreative Planning independent RIARIA to RIAMar 27, 2026Nov 25, 2025
Sophie Christine Jacqueline LeahyBurt Wealth Advisors independent RIAMorton Wealth independent RIARIA to RIASep 30, 2024Mar 12, 2025 (163 d)
Christopher H RhimBurt Wealth Advisors otherGreen View Advisors LLC state registeredOtherAug 29, 2008Apr 21, 2015 (2426 d)
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10 moves match.