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 Sierra Pacific Private Wealth, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jessi Hawk | Sierra Pacific Private Wealth, LLC independent RIA | Hawk Capital Wealth Management LLC state registered | RIA to a state-registered adviser | May 14, 2025 | Jan 1, 2026 (232 d) |
| Yun Cho Messina | Sierra Pacific Private Wealth, LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2025 | Mar 13, 2025 |
| Karl Gregory Salocks | Sierra Pacific Private Wealth, LLC independent RIA | Destination Wealth Management independent RIA | RIA to RIA | Jan 3, 2025 | Mar 4, 2025 (60 d) |
| Daniel Thomas Goodman | Sierra Pacific Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Jun 24, 2024 | May 28, 2024 |
| Parker James O'Sullivan | Sierra Pacific Private Wealth, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 19, 2022 | Feb 25, 2022 |
| Lindy Chan | Sierra Pacific Private Wealth, LLC independent RIA | Centric Advisors, LLC independent RIA | RIA to RIA | Feb 28, 2020 | Jan 17, 2020 |
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6 moves match.