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 Sol Capital Management Co
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 |
|---|---|---|---|---|---|
| Samuel Sandler | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Monique V. Sinmao | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Rajmiel Odinec | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Maria Angelica Camp | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Brett Patrick Somerville | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Rahm Dvir | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Karin Amtmann Schultz | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Adam Lucien Sauri | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Marcus Benjamin Odinec | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Joming Chiang | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Moises Abascal Carrasco | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Manfred Klee Saieh | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Lawrence N/A Lamonica | Sol Capital Management Co mixed wealth | Alliancebernstein L.P. other | Other | Jul 2, 2025 | Jul 22, 2026 (385 d) |
| Lauren Lehman | Sol Capital Management Co mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 27, 2022 | Jan 10, 2023 (75 d) |
| Eran Goudes | Sol Capital Management Co mixed wealth | Wealthspire Advisors independent RIA | RIA to RIA | May 29, 2018 | May 21, 2018 |
| Ian Eugene Rea | Sol Capital Management Co other | Slate Peak Financial Services, LLC state registered | Other | Sep 20, 2006 | May 24, 2018 (4264 d) |
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16 moves match.