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 Perigon Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Viviana Alexis MattosPerigon Wealth Management, LLC independent RIAPenserra Wealth Management independent RIARIA to RIASep 15, 2026Sep 9, 2026
Branden RandallPerigon Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJun 29, 2026Jul 9, 2026
Jason FidererPerigon Wealth Management, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankMar 20, 2026Jul 3, 2026 (105 d)
Yang LiangPerigon Wealth Management, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankFeb 20, 2026Mar 5, 2026
Susanna Siu PintoPerigon Wealth Management, LLC independent RIACreative Planning independent RIARIA to RIAJan 13, 2026Feb 10, 2026
Rhoda Vashti WoodsPerigon Wealth Management, LLC independent RIAFoguth Wealth Management, LLC. independent RIARIA to RIASep 23, 2025Oct 16, 2025
Dermott Gabriel LarkinPerigon Wealth Management, LLC independent RIACypress Wealth Services, LLC independent RIARIA to RIAApr 21, 2025Apr 21, 2025
William Alan GordonPerigon Wealth Management, LLC independent RIACypress Wealth Services, LLC independent RIARIA to RIAApr 21, 2025Apr 21, 2025
Justin Richard WilsonPerigon Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 2, 2025Sep 1, 2026 (517 d)
Nigel James Field PiercePerigon Wealth Management, LLC independent RIANwf Advisory Services Inc independent RIARIA to RIAFeb 19, 2025Aug 2, 2026 (529 d)
Thomas Joseph ManettaPerigon Wealth Management, LLC independent RIAManetta Wealth state registeredRIA to a state-registered adviserApr 1, 2024Jan 1, 2026 (640 d)
Drew A MarchitelloPerigon Wealth Management, LLC independent RIADelta Investment Management, LLC independent RIARIA to RIAMar 28, 2024Apr 9, 2024
Roy Arcadio ManriquezPerigon Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2024Feb 7, 2024
Stephen Alan ColavitoPerigon Wealth Management, LLC independent RIASb Advisory, LLC independent RIARIA to RIAJun 12, 2023May 17, 2023
Gregory D ThomasPerigon Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 15, 2023Apr 20, 2023 (36 d)
Jonathan Dennis HorstPerigon Wealth Management, LLC independent RIAThe Horst Group, LLC state registeredRIA to a state-registered adviserDec 22, 2022Jan 2, 2026 (1107 d)
Stacie Lynn GiddingsPerigon Wealth Management, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2022Oct 25, 2022
Jacqueline Ann CohenPerigon Wealth Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2021Feb 7, 2022 (69 d)
Jimmy GonzalezPerigon Wealth Management, LLC independent RIABlueprint Wealth Alliance, LLC otherOtherJan 7, 2019May 19, 2017
Alexander Semare TeclePerigon Wealth Management, LLC independent RIAAnthem Advisors, LLC unclassifiedOtherJan 7, 2019Oct 31, 2019 (297 d)
Charles John ZimmererPerigon Wealth Management, LLC independent RIASlow Capital, Inc. mixed wealthRIA to RIAJan 7, 2019Feb 25, 2019 (49 d)
Matthew Allen JohnsonPerigon Wealth Management, LLC independent RIASlow Capital, Inc. no RAUMOtherJul 2, 2018Mar 9, 2017
Gesa Emarie JaravataPerigon Wealth Management, LLC independent RIASlow Capital, Inc. otherOtherJul 2, 2018Jul 5, 2018
Christopher Lykes KnappPerigon Wealth Management, LLC otherCollaboration Capital LLC no RAUMOtherSep 25, 2017Sep 29, 2017
Annelise BovetPerigon Wealth Management, LLC otherCollaboration Capital LLC independent RIAOtherSep 25, 2017May 1, 2018 (218 d)
Thomas Joseph ManettaPerigon Wealth Management, LLC otherAnthem Wealth Partners, Inc. unclassifiedOtherJul 11, 2017May 31, 2017
Michael Anthony BristowPerigon Wealth Management, LLC otherCs Planning Corp otherOtherOct 19, 2016Feb 6, 2017 (110 d)
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27 moves match.