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 Eisneramper Wealth Management & Corporate Benefits, 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
Marc ScudilloEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAMar 26, 2024Feb 20, 2024
Lawrence SeigelsteinEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Jaime FacchinoEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Jan 1, 2025 (314 d)
Patrick Joseph RogersEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
David GottliebEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Sabrina MangualEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Nancy Burns BrzozowskiEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
William Paul St.ClairEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Joseph Lee EnglandEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Alan Bruce GubernickEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Hal Joel MichelsEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Ryan Dennis TyrellEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Joseph ValenzaEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Christopher M. ColyerEisneramper Wealth Management & Corporate Benefits, LLC independent RIACmc Wealth LLC state registeredRIA to a state-registered adviserJun 2, 2023Aug 15, 2025 (805 d)
Erin AnsalvishEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 6, 2023Feb 8, 2023
Michael AbateEisneramper Wealth Management & Corporate Benefits, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherJan 18, 2023Jan 24, 2023
Jennifer Lyn KeilingEisneramper Wealth Management & Corporate Benefits, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAJul 11, 2022Aug 8, 2022
Christopher Michael GibbonsEisneramper Wealth Management & Corporate Benefits, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2021Dec 20, 2021 (300 d)
Andrew Evan HarperEisneramper Wealth Management & Corporate Benefits, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 5, 2020Nov 19, 2020 (198 d)
Todd Anthony ScorzafavaEisneramper Wealth Management & Corporate Benefits, LLC otherM Holdings Securities, Inc. otherOtherJul 6, 2012Jul 15, 2011
Christopher John JudEisneramper Wealth Management & Corporate Benefits, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherNov 18, 2011Jun 10, 2019 (2761 d)
Tammy Lynn CooperEisneramper Wealth Management & Corporate Benefits, LLC otherMercer Global Advisors Inc. independent RIAOtherJan 13, 2009Aug 21, 2023 (5333 d)
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22 moves match.