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 Dew Wealth Management

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
Kolton QuitnoDew Wealth Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2026Sep 8, 2026 (33 d)
Nathaniel BirkholzDew Wealth Management independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 4, 2026Jul 15, 2026
Kevin StevensDew Wealth Management independent RIAFacet independent RIARIA to RIAJun 30, 2026Jul 15, 2026
Ryan Robert MillerDew Wealth Management independent RIAPlancorp, LLC independent RIARIA to RIANov 12, 2025Nov 17, 2025
Connor Todd RuthDew Wealth Management independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 20, 2025Jan 29, 2026 (101 d)
Stephen MandracchiaDew Wealth Management independent RIAEntrewealth independent RIARIA to RIAFeb 19, 2025Feb 27, 2025
Wesley James LeftwichDew Wealth Management independent RIAEntrewealth independent RIARIA to RIAJun 18, 2024Aug 26, 2024 (69 d)
Anders Johnson SkagerbergDew Wealth Management independent RIAAlbion Financial Group independent RIARIA to RIAMay 7, 2024Aug 14, 2024 (99 d)
Nicholas James MarinoDew Wealth Management independent RIABreakaway Wealth unclassifiedOtherJan 31, 2024Feb 26, 2024
Anna Ngo BhaiDew Wealth Management independent RIAJpl Wealth Management, LLC independent RIARIA to RIAOct 30, 2023Mar 3, 2026 (855 d)
Laura Catherine DavisDew Wealth Management independent RIAFinancial Lab state registeredRIA to a state-registered adviserMar 22, 2023May 25, 2023 (64 d)
Christal VargasDew Wealth Management independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseJul 27, 2022Jan 12, 2023 (169 d)
Sean R MeyeresDew Wealth Management independent RIAQ3 Advisors, LLC no RAUMOtherAug 27, 2021Oct 4, 2021 (38 d)
Barry Hays HaysDew Wealth Management independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2020Jan 19, 2021 (110 d)
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14 moves match.