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 The Astorino Financial Group, 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 |
|---|---|---|---|---|---|
| Hazel Seo Heegyung Secco | The Astorino Financial Group, Inc. state registered | Align Financial Solutions state registered | Other | Apr 18, 2023 | Oct 21, 2025 (917 d) |
| William Joseph Connington | The Astorino Financial Group, Inc. state registered | LPL Financial LLC BD affiliated | Other | Dec 31, 2014 | Jan 23, 2025 (3676 d) |
| Robert Albert Lee | The Astorino Financial Group, Inc. state registered | Chase Investment Services Corp. other | Other | Jan 22, 2010 | Sep 27, 2011 (613 d) |
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3 moves match.