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 Fairman Group, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy Michael Wiand | The Fairman Group, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Aug 13, 2024 | Sep 3, 2024 |
| Matthew Bruce Ohrenich | The Fairman Group, LLC independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Jan 31, 2024 | Feb 19, 2024 |
| Nathan Patrick Goldman | The Fairman Group, LLC independent RIA | Hartford Funds asset manager | Other | Aug 9, 2023 | Apr 23, 2025 (623 d) |
| Nicholas Paolo Pileggi | The Fairman Group, LLC independent RIA | The Marshall Financial Group, Inc independent RIA | RIA to RIA | Oct 14, 2019 | Oct 25, 2019 |
| Rachel Fieweger Moran | The Fairman Group, LLC other | Rtd Financial Advisors Inc other | Other | Oct 4, 2013 | Nov 19, 2013 (46 d) |
| Ryan Christopher Phillips | The Fairman Group, LLC other | Sagevest Wealth Management other | Other | Aug 6, 2012 | Aug 27, 2012 |
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6 moves match.