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 Marin Wealth Advisors 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 |
|---|---|---|---|---|---|
| Gerald Alexander Fegler | Marin Wealth Advisors LLC independent RIA | Contango Wealth Management LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Nov 20, 2025 |
| Michael James Castro | Marin Wealth Advisors LLC independent RIA | Contango Wealth Management LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Nov 20, 2025 |
| Wayne Cameron Best | Marin Wealth Advisors LLC independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Apr 9, 2025 | May 16, 2025 (37 d) |
| Richard Lloyd Davey | Marin Wealth Advisors LLC independent RIA | Fiduciary Financial Group, LLC independent RIA | RIA to RIA | Dec 7, 2016 | Mar 21, 2018 (469 d) |
Page 1 of 1
4 moves match.