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 Ci Brightworth Private Wealth

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
John Benson DarbyCi Brightworth Private Wealth independent RIACorient independent RIARIA to RIAJan 17, 2023Oct 13, 2022
Bradley Alan KucharoCi Brightworth Private Wealth independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Sep 29, 2022 (91 d)
Gregory HanftCi Brightworth Private Wealth independent RIAStrategic Blueprint, LLC independent RIARIA to RIANov 12, 2021Nov 8, 2023 (726 d)
Ian Mark ClemensCi Brightworth Private Wealth independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 4, 2021Jan 8, 2021
Frederick Starr WrightCi Brightworth Private Wealth independent RIANovapoint Capital LLC independent RIARIA to RIAApr 30, 2019May 1, 2019
Chris John DardamanCi Brightworth Private Wealth otherAltera Advisors, LLC no RAUMOtherDec 31, 2016Oct 25, 2021 (1759 d)
Patrick Brian KingCi Brightworth Private Wealth otherBip Wealth, LLC otherOtherJan 5, 2012Jan 13, 2012
Bradley Steven McgrewCi Brightworth Private Wealth otherGoepper Burkhardt LLC otherOtherAug 25, 2010Jan 2, 2013 (861 d)
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8 moves match.