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 Genesis Capital Advisors, 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 |
|---|---|---|---|---|---|
| Nicholas L.M. De Peyster | Genesis Capital Advisors, Inc. other | Genesis Wealth Advisors, LLC other | Other | Jul 24, 2012 | Aug 3, 2011 |
| Paul Francis Duval | Genesis Capital Advisors, Inc. other | Commonwealth Financial Network national BD | Other | Jul 24, 2012 | Jan 1, 1997 |
| Arthur Michael Debenedictis | Genesis Capital Advisors, Inc. other | Commonwealth Financial Network national BD | Other | Jul 24, 2012 | Apr 11, 2001 |
| Bradley David Towle | Genesis Capital Advisors, Inc. other | Genesis Wealth Advisors, LLC other | Other | Feb 29, 2012 | Sep 21, 2011 |
| Matthew Connor | Genesis Capital Advisors, Inc. other | Strategic Advisers LLC national BD | Other | Apr 7, 2010 | Feb 2, 2026 (5780 d) |
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5 moves match.