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 Mycio Wealth Partners, 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
Michael Domenic FinelliMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 22, 2026Jul 9, 2026
Paul Joseph BracagliaMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Bruce Jonathan FensterMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 13, 2026
Philip BonelliMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Jackson DaveyMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Kenneth Donald BriscoeMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
David Connor LeesMycio Wealth Partners, LLC independent RIACerity Partners LLC independent RIARIA to RIAApr 6, 2026Apr 28, 2026
Sharon DahisMycio Wealth Partners, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 27, 2026Jun 4, 2026 (69 d)
Joseph A GranahanMycio Wealth Partners, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJan 26, 2026Jan 12, 2026
Matthew David PerriMycio Wealth Partners, LLC independent RIAPitcairn independent RIARIA to RIADec 7, 2025Jan 2, 2026
Alyssa Judy ReeseMycio Wealth Partners, LLC independent RIABbr Partners, LLC independent RIARIA to RIAOct 24, 2025Oct 3, 2025
Julia Evans GettyMycio Wealth Partners, LLC independent RIAClass Vi Family Office, LLC independent RIARIA to RIAJul 25, 2025Aug 6, 2025
Kevin Anthony NewbertMycio Wealth Partners, LLC independent RIASanctuary Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 20, 2025May 20, 2025
Matthew MarrellaMycio Wealth Partners, LLC independent RIAMarrella Private Wealth, LLC independent RIARIA to RIAFeb 25, 2025Feb 3, 2025
Dominick Joseph VenderMycio Wealth Partners, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 5, 2024Nov 18, 2024
Mark Henry EgglestonMycio Wealth Partners, LLC independent RIARiversedge Advisors independent RIARIA to RIAAug 8, 2024Apr 27, 2025 (262 d)
Timothy James McclatchyMycio Wealth Partners, LLC independent RIASeeds independent RIARIA to RIAMay 29, 2024Apr 20, 2026 (691 d)
Mary Dal NogareMycio Wealth Partners, LLC independent RIAThe Fairman Group, LLC independent RIARIA to RIAJan 16, 2024Jan 20, 2026 (735 d)
Conor Joseph LydonMycio Wealth Partners, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMay 5, 2023May 9, 2024 (370 d)
Brandon Nicholas QuanciMycio Wealth Partners, LLC independent RIAUsi Advisors institutionalOtherMay 5, 2023Jun 7, 2023 (33 d)
Patrick DevlinMycio Wealth Partners, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2022Jun 16, 2022
Michael QuinnMycio Wealth Partners, LLC independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2021Oct 7, 2021
Christopher Huy NguyenMycio Wealth Partners, LLC independent RIAHaverford Financial Services, Inc. asset managerOtherJul 7, 2021Sep 23, 2021 (78 d)
Nikolas Eugene VenutoMycio Wealth Partners, LLC independent RIAUsi Advisors institutionalOtherJul 7, 2021Apr 10, 2026 (1738 d)
Gary Paul DiegertMycio Wealth Partners, LLC independent RIARiversedge Advisors independent RIARIA to RIAJun 28, 2021Feb 4, 2022 (221 d)
Joseph Thomas FabrizioMycio Wealth Partners, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAJan 4, 2021Jan 12, 2021
Adam Robert FirelyMycio Wealth Partners, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJan 4, 2021Aug 23, 2022 (596 d)
Kasey Michael McmanisMycio Wealth Partners, LLC independent RIAAbacus Wealth Partners independent RIARIA to RIAOct 22, 2019Oct 17, 2019
Logan Alexander MurrayMycio Wealth Partners, LLC independent RIABrighton Jones LLC independent RIARIA to RIAAug 21, 2018Oct 29, 2019 (434 d)
William James ArtzerounianMycio Wealth Partners, LLC independent RIACompass Ion Advisors, LLC independent RIARIA to RIAApr 24, 2018Apr 30, 2018
Ryan Joseph LanganMycio Wealth Partners, LLC otherRadnor Financial Advisors, LLC otherOtherOct 11, 2017Feb 2, 2018 (114 d)
Austin Dodge HogganMycio Wealth Partners, LLC otherRadnor Financial Advisors, LLC otherOtherAug 3, 2017Aug 23, 2017
Shannon Leigh MccueMycio Wealth Partners, LLC otherPhiladelphia Investment Partners, LLC otherOtherJul 5, 2017Oct 5, 2017 (92 d)
Erin Pember McclainMycio Wealth Partners, LLC otherVanguard Advisers, Inc. otherOtherMay 11, 2017May 23, 2017
Daniel P VassMycio Wealth Partners, LLC otherVass Financial Strategies state registeredOtherAug 28, 2015Aug 24, 2015
Robert M AsklarMycio Wealth Partners, LLC otherMill Creek Capital Advisors, LLC otherOtherApr 13, 2015Jul 8, 2015 (86 d)
Christopher Allen MatternMycio Wealth Partners, LLC otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherApr 6, 2015Jan 2, 2020 (1732 d)
Alan Michael RhodeMycio Wealth Partners, LLC otherAmeriprise Financial Services, LLC national BDOtherJan 2, 2014Mar 26, 2014 (83 d)
Raymond Adam BiswangerMycio Wealth Partners, LLC otherMorgan Stanley wirehouseOtherJan 2, 2014Apr 1, 2014 (89 d)
Michael Christopher SuchanickMycio Wealth Partners, LLC otherMorgan Stanley wirehouseOtherAug 28, 2013Jun 16, 2021 (2849 d)
Justin Albert HarveyMycio Wealth Partners, LLC otherComprehensive Capital Management, Inc. otherOtherJul 26, 2012Mar 4, 2013 (221 d)
Mark Theodore KellyMycio Wealth Partners, LLC otherHirtle & Co., LLC otherOtherMay 24, 2011Oct 7, 2011 (136 d)
Robert Scott PulsiferMycio Wealth Partners, LLC otherCorestates Capital Advisors, LLC otherOtherMar 19, 2008Jan 24, 2008
David Joseph PilaitisMycio Wealth Partners, LLC otherYmsr Advisors, Inc. unclassifiedOtherMar 12, 2007Dec 6, 2007 (269 d)
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44 moves match.