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 Consolidated Portfolio Review Corp

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
Andrew GentiluomoConsolidated Portfolio Review Corp independent RIAFortezza Wealth Advisors, LLC state registeredRIA to a state-registered adviserJun 30, 2026Jun 30, 2026
Tyler KeeganConsolidated Portfolio Review Corp independent RIAVanderbilt Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 7, 2025Apr 24, 2025
Stephen MoormanConsolidated Portfolio Review Corp independent RIALibra Wealth LLC independent RIARIA to RIAJun 27, 2025Aug 12, 2025 (46 d)
Polly Marie StoeckleinConsolidated Portfolio Review Corp independent RIAPinkerton Wealth Partners independent RIARIA to RIAApr 30, 2025Oct 10, 2025 (163 d)
Douglas P GeraghtyConsolidated Portfolio Review Corp independent RIAFlagstar Securities, Inc. independent RIARIA to RIAAug 1, 2023Jan 7, 2025 (525 d)
Ronald Chris PackardConsolidated Portfolio Review Corp independent RIAWealth Watch Advisors, Inc independent RIARIA to RIAJul 21, 2023Jul 12, 2023
Daniel James PackardConsolidated Portfolio Review Corp independent RIAWealth Watch Advisors, Inc independent RIARIA to RIAJul 21, 2023Jul 18, 2023
Hillary E BrevigConsolidated Portfolio Review Corp independent RIAVanderbilt Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Sep 8, 2022 (251 d)
Steven Matthew HoweConsolidated Portfolio Review Corp otherVanderbilt Advisory Services BD affiliatedOtherMar 9, 2018Mar 13, 2018
Harper J HicksConsolidated Portfolio Review Corp otherMorgan Stanley wirehouseOtherOct 31, 2017Feb 22, 2018 (114 d)
William Lawrence RichmondConsolidated Portfolio Review Corp otherRaymond James & Associates, Inc. national BDOtherDec 31, 2016May 21, 2015
Thomas Charles PalumboConsolidated Portfolio Review Corp otherStructured Capital Designs, Inc. unclassifiedOtherDec 31, 2016May 5, 2010
Alex Douglas KaravousanosConsolidated Portfolio Review Corp otherAriston Advisors LLC state registeredOtherDec 31, 2016Aug 16, 2021 (1689 d)
Jeffrey A HiggsConsolidated Portfolio Review Corp otherStructured Capital Designs, Inc. unclassifiedOtherDec 31, 2016Jul 10, 2014
Robert Douglas HalbreinerConsolidated Portfolio Review Corp other3d Wealth Ria, LLC independent RIAOtherDec 31, 2016May 8, 2019 (858 d)
Christopher J NataleConsolidated Portfolio Review Corp other3d Wealth Ria, LLC independent RIAOtherDec 31, 2016May 8, 2019 (858 d)
Monroe M DiefendorfConsolidated Portfolio Review Corp otherStructured Capital Designs, Inc. unclassifiedOtherDec 31, 2016Jan 12, 2017
Brett Douglas StantonConsolidated Portfolio Review Corp otherFusion Family Wealth, LLC independent RIAOtherNov 11, 2016Aug 9, 2021 (1732 d)
Scott Wayne ClattenburgConsolidated Portfolio Review Corp otherLPL Financial LLC otherOtherJul 13, 2015Aug 3, 2015
Mark J. HovanicConsolidated Portfolio Review Corp otherWells Fargo Advisors wirehouseOtherJul 6, 2015Jul 13, 2015
Shane Patrick SnivelyConsolidated Portfolio Review Corp otherCrown Capital Securities, L.P. otherOtherOct 2, 2009Oct 7, 2009
David YoderConsolidated Portfolio Review Corp otherCrown Capital Securities, L.P. otherOtherOct 2, 2009Oct 7, 2009
Joseph Arthur LloydConsolidated Portfolio Review Corp otherGunnallen Financial, Inc unclassifiedOtherDec 12, 2008Dec 22, 2008
James Matthew HollandConsolidated Portfolio Review Corp otherMillennium Investment And Retirement Advisors, LLC otherOtherNov 14, 2008May 20, 2009 (187 d)
Stefanie R AndorsConsolidated Portfolio Review Corp otherHightower Advisors, LLC otherOtherSep 7, 2007Mar 25, 2013 (2026 d)
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25 moves match.