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 Fbb Capital Partners
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 |
|---|---|---|---|---|---|
| Jackie S Fontana | Fbb Capital Partners independent RIA | Chevy Chase Trust Company mixed wealth | RIA to RIA | Dec 24, 2024 | Feb 25, 2025 (63 d) |
| David William Malmgren | Fbb Capital Partners independent RIA | Parkview Capital LLC state registered | RIA to a state-registered adviser | Jul 30, 2021 | Aug 12, 2021 |
| Rachel Podnos O'Leary | Fbb Capital Partners other | Wealth Care LLC independent RIA | Other | Feb 21, 2017 | Jun 9, 2020 (1204 d) |
| Lawrence Wohl Schwartz | Fbb Capital Partners other | Commonwealth Investment Advisory LLC state registered | Other | Sep 30, 2015 | Sep 2, 2021 (2164 d) |
| Wendy Marie Moyers | Fbb Capital Partners other | Savant Wealth Management other | Other | May 6, 2015 | May 11, 2015 |
| Mitchel Schlesinger | Fbb Capital Partners other | United Capital Financial Advisors other | Other | Mar 30, 2015 | May 26, 2015 (57 d) |
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6 moves match.