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 Frisch Financial Group, Inc.
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 |
|---|---|---|---|---|---|
| Peter Vitale | Frisch Financial Group, Inc. independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jul 3, 2026 | Jul 1, 2026 |
| Samandar Kasimov | Frisch Financial Group, Inc. independent RIA | Avestar Capital, LLC independent RIA | RIA to RIA | Nov 6, 2025 | Apr 19, 2026 (164 d) |
| Jignesh Patel | Frisch Financial Group, Inc. other | Fidelity Personal And Workplace Advisors BD affiliated | Other | May 15, 2017 | Feb 28, 2019 (654 d) |
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3 moves match.