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 Financial Partners Capital Management, LLC

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
Vincent John MarsdenFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Aaron CohenFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Craig Mitchell GiventerFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Christopher Thomas ConwayFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Alan Moises Lerner GuenunFinancial Partners Capital Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAMar 28, 2023Apr 4, 2023
Roberto VainrubFinancial Partners Capital Management, LLC independent RIAEvolution Wealth Advisors, LLC no RAUMRIA to a newly registered adviserApr 27, 2018Sep 8, 2017
Michael Yaacov MarcianoFinancial Partners Capital Management, LLC independent RIAEvolution Wealth Advisors, LLC otherOtherApr 27, 2018May 10, 2018
Rajesh KohliFinancial Partners Capital Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 10, 2004Jun 6, 2007 (1122 d)
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8 moves match.