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 Rkl Private Wealth

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
Amy Lynn MagnottaRkl Private Wealth independent RIASeeds independent RIARIA to RIAJun 11, 2026Jul 8, 2026
Ryan ModzeleskiRkl Private Wealth independent RIAJ. W. Cole Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 12, 2026May 13, 2026
Haley Marie SchwartzRkl Private Wealth independent RIAArx Private Wealth no RAUMRIA to a newly registered adviserFeb 12, 2026Feb 23, 2026
Tyler Lee HarrisRkl Private Wealth independent RIAArx Private Wealth no RAUMRIA to a newly registered adviserFeb 12, 2026Feb 20, 2026
Nikolas C MadonisRkl Private Wealth independent RIAArx Private Wealth no RAUMRIA to a newly registered adviserFeb 12, 2026Feb 20, 2026
Maggie Grace FisherRkl Private Wealth independent RIAArx Private Wealth no RAUMRIA to a newly registered adviserFeb 12, 2026Feb 20, 2026
Joshua Todd GuevinRkl Private Wealth independent RIAArx Private Wealth no RAUMRIA to a newly registered adviserFeb 12, 2026Feb 20, 2026
Tyler Lee LeiphartRkl Private Wealth independent RIAHenderson Financial Group LLC independent RIARIA to RIAJan 28, 2026Jan 29, 2026
Chad M StaufferRkl Private Wealth independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 30, 2025Oct 9, 2025
Brayden John CampbellRkl Private Wealth independent RIAApollon Wealth Management, LLC independent RIARIA to RIAJun 3, 2025Jun 3, 2025
James Justin PalysRkl Private Wealth independent RIAApollon Wealth Management, LLC independent RIARIA to RIAJun 3, 2025Jun 3, 2025
John Richard JeffreyRkl Private Wealth independent RIAPitcairn no RAUMRIA to a newly registered adviserAug 7, 2024Jan 8, 2025 (154 d)
Jon Richard PetersonRkl Private Wealth independent RIACorient independent RIARIA to RIAAug 5, 2024Sep 3, 2024
Jennifer L ConnollyRkl Private Wealth independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2024Jun 28, 2024
Andrew Michael KurtzRkl Private Wealth independent RIAEp Wealth Advisors independent RIARIA to RIAMay 23, 2023Aug 11, 2023 (80 d)
Christian PascuzzoRkl Private Wealth independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankNov 16, 2022Dec 2, 2022
Jeffrey Richard GuindonRkl Private Wealth independent RIACarriage Hill Investment Associates LLC state registeredRIA to a state-registered adviserSep 12, 2019Jun 27, 2019
Christopher Alan CasselRkl Private Wealth independent RIASevenbridge Financial Group, LLC independent RIARIA to RIAMay 17, 2019Jun 6, 2019
Judson Steward MeinhartRkl Private Wealth independent RIAParsec Financial independent RIARIA to RIAJul 26, 2018Aug 2, 2018
Christopher A ZaveczRkl Private Wealth otherMcqueen, Ball & Associates Inc. otherOtherJul 13, 2017Nov 22, 2017 (132 d)
John Eugene AshcroftRkl Private Wealth otherTd Ameritrade Investment Management, LLC otherOtherApr 21, 2008Jun 5, 2008 (45 d)
Matthew R LangdonRkl Private Wealth otherGeneos Wealth Management, Inc. otherOtherJun 26, 2006May 2, 2006
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22 moves match.