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 Liberty Wealth Advisors, 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
Richard Michael ParryLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 19, 2022
Richard Patrick MeagherLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Jan 13, 2023
Donald George BennyhoffLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Dawn Elizabeth ClinganLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Annette Arlene VanderlindeLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Jennifer Chin FlahertyLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Sterling Orson HerrmannLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Ashley Ellen-Hines ScottLiberty Wealth Advisors, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 16, 2022Dec 9, 2022
Suzana BogoevskaLiberty Wealth Advisors, LLC independent RIAIht Wealth Management LLC independent RIARIA to RIAJul 27, 2021Apr 30, 2021
Michael Stephen NemickLiberty Wealth Advisors, LLC independent RIAVintage Financial Services LLC independent RIARIA to RIAMar 8, 2021Mar 29, 2021
Branden CarneyLiberty Wealth Advisors, LLC independent RIAMelone Private Wealth, LLC no RAUMRIA to a newly registered adviserJan 25, 2021Feb 2, 2021
Colin Charles GroverLiberty Wealth Advisors, LLC independent RIALido independent RIARIA to RIADec 4, 2020Oct 12, 2020
Anthony Robert WatsonLiberty Wealth Advisors, LLC independent RIAOrigin Investment Advisory LLC no RAUMRIA to a newly registered adviserNov 16, 2020Oct 11, 2021 (329 d)
Leonard Frank NowakLiberty Wealth Advisors, LLC otherEdelman Financial Services, LLC otherOtherFeb 23, 2017Jan 17, 2017
Michael David ReedLiberty Wealth Advisors, LLC otherMainstay Capital Management, LLC independent RIAOtherJan 31, 2017Apr 18, 2018 (442 d)
Richard Alan FerriLiberty Wealth Advisors, LLC otherFerri Investment Solutions state registeredOtherJun 7, 2016Mar 1, 2019 (997 d)
Michael A. PalazzoloLiberty Wealth Advisors, LLC otherFintentional LLC state registeredOtherMay 12, 2016Aug 25, 2016 (105 d)
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17 moves match.