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 Marotta Wealth Management, 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 |
|---|---|---|---|---|---|
| Timothy James Landicho | Marotta Wealth Management, Inc. independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jul 13, 2026 | Sep 2, 2026 (51 d) |
| Elias John Mcquade | Marotta Wealth Management, Inc. independent RIA | Mindful Capital Management state registered | RIA to a state-registered adviser | Feb 9, 2026 | Mar 13, 2026 (32 d) |
| Megan Nicole Coyne | Marotta Wealth Management, Inc. independent RIA | Woodward Financial Advisors, Inc. independent RIA | RIA to RIA | Jan 13, 2020 | Apr 20, 2020 (98 d) |
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3 moves match.