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 Simon Quick Advisors, 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 |
|---|---|---|---|---|---|
| Ryan Casey | Simon Quick Advisors, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 24, 2026 | Aug 26, 2026 |
| Deanna Jean Miller | Simon Quick Advisors, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2026 | May 15, 2026 |
| Kyle James Ferrare | Simon Quick Advisors, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Feb 9, 2026 | Jul 21, 2026 (162 d) |
| Lorraine Renee Salvo | Simon Quick Advisors, LLC independent RIA | Palisade Capital Management, LP mixed wealth | RIA to RIA | Sep 19, 2019 | Oct 7, 2019 |
| Robert K Ward | Simon Quick Advisors, LLC other | Pnc Wealth Management other | Other | Apr 5, 2013 | Apr 10, 2013 |
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5 moves match.