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 Fragasso Financial Advisors

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
Leigh Winchester FlemingFragasso Financial Advisors independent RIAAscensus Investment Advisors, LLC institutionalOtherMar 17, 2026May 19, 2026 (63 d)
Andrew R MaddenFragasso Financial Advisors independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2022Jun 18, 2025 (1184 d)
Kerry A KellyFragasso Financial Advisors independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankApr 22, 2020Oct 12, 2020 (173 d)
Gregg William DailyFragasso Financial Advisors independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAApr 22, 2020Dec 20, 2021 (607 d)
Madison Nestor SharickFragasso Financial Advisors otherPnc Wealth Management BD affiliatedOtherJan 9, 2018Jan 10, 2018
Charles Anthony MattiucciFragasso Financial Advisors otherFort Pitt Capital Group, LLC otherOtherMay 8, 2017Apr 26, 2017
Bryan David HooverFragasso Financial Advisors otherAllegheny Investments otherOtherMar 31, 2017Mar 31, 2017
Brent Rhudy SutherlandFragasso Financial Advisors otherNtellivest unclassifiedOtherJan 31, 2017Mar 21, 2017 (49 d)
Andrei VoicuFragasso Financial Advisors otherLPL Financial LLC otherOtherApr 29, 2015Feb 23, 2010
Deborah Faith GraverFragasso Financial Advisors otherLPL Financial LLC otherOtherMar 4, 2015Feb 23, 2010
Daniel Lee HalleFragasso Financial Advisors otherKestra Advisory Services, LLC otherOtherMar 4, 2015Apr 19, 2016 (412 d)
Steven John MrozekFragasso Financial Advisors otherBfc Planning, Inc. otherOtherSep 16, 2014Jan 2, 2014
Cary Lee BeachFragasso Financial Advisors otherHuntington Financial Advisors otherOtherSep 19, 2013Oct 4, 2013
John Joseph WaldronFragasso Financial Advisors otherWaldron Private Wealth otherOtherJan 7, 2013Oct 29, 2004
Jeffrey George WaldronFragasso Financial Advisors otherStratos Wealth Partners, Ltd otherOtherSep 21, 2012Jan 18, 2013 (119 d)
Kevin Rolf DaeschnerFragasso Financial Advisors otherPnc Wealth Management otherOtherOct 1, 2010Sep 15, 2010
Chris Joseph RoeFragasso Financial Advisors otherRx Wealth Advisors, LLC unclassifiedOtherOct 1, 2010Nov 5, 2018 (2957 d)
Leslie Ann CoulsonFragasso Financial Advisors otherAmeriprise Financial Services, LLC national BDOtherSep 23, 2008May 8, 2008
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18 moves match.