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 Ci Doyle 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.

AdvisorFromToTypeLeftRegistered
James Joseph McgintyCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 15, 2022
Todd B YoungsCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 1, 2025 (642 d)
Amy Lynn PowellCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Konstantin BystritskyCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Christopher Ryan JayCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Steven CantilloCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Andrew R LundinCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 14, 2022
Brian Nmi MunozCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Joseph Robert CudaCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Michael James NeillCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Dylan Robert KestersonCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Daniel Thomas GaukelCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Cassandra Michelle SmalleyCi Doyle Private Wealth, LLC independent RIACassandra Smalley Wealth Management state registeredRIA to a state-registered adviserAug 23, 2022Oct 27, 2022 (65 d)
Joshua Michael PisaCi Doyle Private Wealth, LLC independent RIAWalters Strategic Advisors, LLC state registeredRIA to a state-registered adviserJul 22, 2020Oct 9, 2020 (79 d)
Keith Allen JaworskiCi Doyle Private Wealth, LLC independent RIAQuantimental Investments LLC unclassifiedOtherJan 3, 2020Jul 2, 2021 (546 d)
Charles Martin CrouchCi Doyle Private Wealth, LLC independent RIACmc Wealth Management, LLC state registeredRIA to a state-registered adviserOct 23, 2019Mar 5, 2020 (134 d)
Matthew William BenzCi Doyle Private Wealth, LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAMay 20, 2019Jun 19, 2019
Mathew Christopher LepakCi Doyle Private Wealth, LLC otherMy Friend In Finance, LLC unclassifiedOtherDec 14, 2016Feb 23, 2017 (71 d)
Richard Jay HeimanCi Doyle Private Wealth, LLC otherArs Wealth Advisors otherOtherMar 24, 2016Mar 8, 2016
Michael William MurrayCi Doyle Private Wealth, LLC otherArs Wealth Advisors otherOtherJan 6, 2015Feb 26, 2015 (51 d)
Stacey Marie EllisCi Doyle Private Wealth, LLC otherRBC Capital Markets, LLC national BDOtherSep 20, 2013Sep 24, 2013
John Edward CarlsonCi Doyle Private Wealth, LLC otherEpic Investment Management state registeredOtherApr 15, 2010Dec 10, 2010 (239 d)
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22 moves match.