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 Wolf Group Capital Advisors

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
Robert David LenWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Charles Kent VerruggioWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Kevin Randoll OstergaardWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Cesar Alfonso OrtegaWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Derek Tyghe CarstensWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Joshua David LipscombWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Stefani N/M/I TuemeWolf Group Capital Advisors independent RIACw Advisors, LLC independent RIARIA to RIAMay 2, 2025May 1, 2025
Anthony Henry CortinaWolf Group Capital Advisors independent RIAHillman Capital Management Inc mixed wealthRIA to RIASep 12, 2023Jun 11, 2024 (273 d)
Frances FangWolf Group Capital Advisors independent RIACampbell Wealth Management, Inc. independent RIARIA to RIASep 7, 2022Sep 21, 2022
Alexandra Mary RooneyWolf Group Capital Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAOct 8, 2018Jan 26, 2023 (1571 d)
Andrea Lauren SolanaWolf Group Capital Advisors otherMaseco Private Wealth otherOtherSep 25, 2013Jan 17, 2018 (1575 d)
Dennis Miles CampbellWolf Group Capital Advisors otherSpire Wealth Management, LLC otherOtherJan 8, 2008Feb 8, 2008 (31 d)
Stephen J FokiWolf Group Capital Advisors otherCharles Schwab & Co., Inc. national BDOtherOct 27, 2005May 29, 2013 (2771 d)
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13 moves match.