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 Centerpoint Wealth Management, LLC

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
Brian Joseph BrunnerCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Patrick James HoehneCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Eric Francis GearyCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Gery Joseph SadzewiczCenterpoint Wealth Management, LLC independent RIAClement Street Capital LLC independent RIARIA to RIAJan 25, 2024Dec 1, 2011
Jonathan Earl BuckleyCenterpoint Wealth Management, LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAMay 13, 2022Jun 8, 2022
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5 moves match.