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 Portfolio Advisors, 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.

AdvisorFromToTypeLeftRegistered
Jesse Christian VegaPortfolio Advisors, Inc. independent RIAParadigm Advisors, LLC otherOtherJan 2, 2024Feb 7, 2024 (36 d)
Jordan NaffaPortfolio Advisors, Inc. independent RIAArista Wealth Management, LLC independent RIARIA to RIAJan 3, 2023Feb 1, 2023
Devin Patrick WattsPortfolio Advisors, Inc. independent RIAPanoramic Financial state registeredRIA to a state-registered adviserJul 22, 2021Aug 3, 2021
Dustin Joseph SmithPortfolio Advisors, Inc. otherPathways Advisory Group, Inc. otherOtherJul 18, 2011Jul 20, 2011
Ronnie Joseph LabarberaPortfolio Advisors, Inc. otherR Squared Financial, LLC unclassifiedOtherApr 25, 2011Jun 22, 2011 (58 d)
Andrew Charles WheelerPortfolio Advisors, Inc. otherWells Fargo Advisors wirehouseOtherFeb 2, 2009Mar 3, 2009
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6 moves match.