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 Tarbox Family Office, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erin Beth Itkoe | Tarbox Family Office, Inc. independent RIA | Luminescent Wealth Management, Inc. independent RIA | RIA to RIA | Sep 3, 2025 | Aug 28, 2025 |
| Trevor Ryan Scheid | Tarbox Family Office, Inc. independent RIA | Luminescent Wealth Management, Inc. independent RIA | RIA to RIA | Sep 3, 2025 | Aug 28, 2025 |
| James Martin Meussner | Tarbox Family Office, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Dec 6, 2024 | Jun 9, 2025 (185 d) |
| Alfonso Rodriguez Arriaga | Tarbox Family Office, Inc. independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 10, 2023 | Jan 9, 2026 (1005 d) |
| Dale Andrew Phillips | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Gene Walker | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Paul Lucas | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Matthew Brent Brower | Tarbox Family Office, Inc. independent RIA | Fortitude Family Office no RAUM | RIA to a newly registered adviser | Nov 4, 2021 | Jan 21, 2022 (78 d) |
| Aaron Eduard Stolpen | Tarbox Family Office, Inc. independent RIA | Domani Wealth, LLC independent RIA | RIA to RIA | Apr 22, 2021 | May 14, 2021 |
| Emily Elan Balmages | Tarbox Family Office, Inc. independent RIA | Warren Street Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 23, 2019 | Oct 17, 2019 |
| James Anderson Egerstrom | Tarbox Family Office, Inc. independent RIA | Confidence Wealth Management, Inc. independent RIA | RIA to RIA | Jun 25, 2019 | Jan 1, 2026 (2382 d) |
| Mark Derral Wilson | Tarbox Family Office, Inc. other | Mile Wealth Management independent RIA | Other | Feb 13, 2017 | May 24, 2017 (100 d) |
| Martin Patrick Mcnamara | Tarbox Family Office, Inc. other | Marrick Wealth independent RIA | Other | Oct 14, 2011 | Aug 13, 2012 (304 d) |
| Stephen Yu | Tarbox Family Office, Inc. other | Lumen Funds unclassified | Other | Oct 15, 2008 | Mar 25, 2009 (161 d) |
| Jill Allagood Rogers | Tarbox Family Office, Inc. other | Comprehensive Personal Financial Advisors other | Other | Oct 2, 2007 | Feb 5, 2014 (2318 d) |
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15 moves match.