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 Irc Wealth
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 |
|---|---|---|---|---|---|
| Aamina Nadeem Siddiqui | Irc Wealth independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Apr 28, 2026 | Apr 28, 2026 |
| Jesus Roberto Torres | Irc Wealth independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Aug 1, 2023 | Jun 5, 2024 (309 d) |
| Zachary Jacob Green | Irc Wealth independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2020 | Feb 4, 2021 (66 d) |
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3 moves match.