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 Corrigan Financial 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 |
|---|---|---|---|---|---|
| Andre Khalfayan | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jun 27, 2025 | Jun 11, 2025 |
| Giovanna Izzo | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Daniel Gerard Corrigan | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Andrew John Parsons | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Sean Patrick Maloney | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Christine M Winslow | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Ralph T Salvatore | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Sarah Altemus Vanderveer Lui | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Daniel Thomas Corrigan | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Maxwell A Khalfayan | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Jeffrey Thomas Grimes | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Brendan James Solecki | Corrigan Financial Inc independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 2, 2025 | May 2, 2025 |
| Julie Anne Drainville | Corrigan Financial Inc independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jan 2, 2024 | Jan 25, 2024 |
| David Joseph Matarese | Corrigan Financial Inc independent RIA | Janney Montgomery Scott LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Oct 31, 2022 |
| Joshua Torrey Hohlfelder | Corrigan Financial Inc independent RIA | Rinet Company, LLC independent RIA | RIA to RIA | Aug 25, 2021 | Sep 12, 2019 |
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15 moves match.