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 Payant Wealth Management Group

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
Martin Jay MulliganPayant Wealth Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2025Jan 2, 2025
Glenn KrcmaricPayant Wealth Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2025Jan 2, 2025
Jonathan David WilkinsPayant Wealth Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2025Jan 2, 2025
Thomas Arthur PayantPayant Wealth Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2025Jan 2, 2025
Peter Joseph FarinaPayant Wealth Management Group independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 14, 2024Jan 2, 2025 (323 d)
Glenn KrcmaricPayant Wealth Management Group independent RIASagepoint Financial, Inc. otherOtherJun 30, 2023Nov 8, 2012
Julie WakefieldPayant Wealth Management Group independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 26, 2019Jul 8, 2019
Aaron Walter NiecPayant Wealth Management Group otherCambridge Investment Research Advisors, Inc. otherOtherAug 10, 2009Aug 28, 2009
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8 moves match.