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 Patriot Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Billie Stanley MurskiPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 7, 2019
Sydney Adele MotesPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Dana Nathaniel WeinsteinPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Todd Edward HanslikPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Michael David ContantPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Jeffrey Ronald SwantkowskiPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Anna Maria JonesPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Meredith Jamail RicePatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Andrew Paul KulhaPatriot Wealth Management, Inc. independent RIAMariner independent RIARIA to RIAFeb 4, 2019Jan 2, 2019
Robert Charles LesliePatriot Wealth Management, Inc. independent RIAMosaic Advisors independent RIARIA to RIANov 12, 2018Apr 9, 2021 (879 d)
Clark Monroe BlackmanPatriot Wealth Management, Inc. otherAlpha Wealth Strategies, LLC otherOtherOct 19, 2017Mar 21, 2020 (884 d)
Raymond Douglas WongPatriot Wealth Management, Inc. otherIas Wealth Management, Inc. otherOtherAug 27, 2015Sep 22, 2015
Matthew Etienne CairePatriot Wealth Management, Inc. otherVaughan Nelson Investment Management, L.P. otherOtherDec 31, 2013Jan 2, 2024 (3654 d)
Charles David ScavonePatriot Wealth Management, Inc. otherOak Harvest Investment Services independent RIAOtherJun 13, 2013Jan 27, 2023 (3515 d)
Vernon Scott PerryPatriot Wealth Management, Inc. otherSarofim International Management Co otherOtherApr 2, 2013Dec 6, 2013 (248 d)
Robert Gunter LowePatriot Wealth Management, Inc. otherLegacytexas Wealth Advisors otherOtherNov 18, 2008Dec 16, 2008
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16 moves match.