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 Dinuzzo Private Wealth, 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 |
|---|---|---|---|---|---|
| Jennifer Beth Reddinger | Dinuzzo Private Wealth, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 3, 2023 | Jul 24, 2023 (82 d) |
| Andrew Craig Pursel | Dinuzzo Private Wealth, Inc. independent RIA | Matune Basile Advisors independent RIA | RIA to RIA | Feb 1, 2021 | Feb 9, 2021 |
| Gregory T Bricker | Dinuzzo Private Wealth, Inc. other | Bricker Financial state registered | Other | Dec 1, 2017 | May 31, 2018 (181 d) |
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3 moves match.