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 Snider Financial Group
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 |
|---|---|---|---|---|---|
| Wesley Burroughs | Snider Financial Group independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 29, 2025 | Sep 8, 2025 (41 d) |
| Jeffrey Brant Kauffman | Snider Financial Group independent RIA | Summit Family Office Services, LLC state registered | RIA to a state-registered adviser | Dec 23, 2024 | Dec 19, 2024 |
| Monte Lee Snider | Snider Financial Group independent RIA | Sagepoint Financial, Inc. other | Other | Dec 31, 2022 | Dec 6, 2005 |
| David Ervin Denniston | Snider Financial Group other | Investors Capital Advisory other | Other | Sep 14, 2010 | Jul 11, 2008 |
| Christopher John Niemela | Snider Financial Group other | Sagepoint Financial, Inc. other | Other | Jul 27, 2010 | Mar 8, 2007 |
| Douglas Reed Bean | Snider Financial Group other | Private Advisory Group other | Other | Jan 23, 2007 | Jun 4, 2007 (132 d) |
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6 moves match.