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 Rappaport Reiches Capital Management,

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
Stephen Marc ReichesRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 4, 2025
Teresa VelgaraRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 5, 2025
Bradley Christian HillsRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 11, 2026 (384 d)
Elizabeth XilasRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
David Michael RappaportRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
Kristyn Renee GibsonRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Sep 16, 2025 (56 d)
Shari Lynn ReichesRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
Karen Leah AsbraRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Sep 16, 2025 (56 d)
Rhea RavindranRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 7, 2025
Benjamin Joseph RichterRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Sep 16, 2025 (56 d)
Conner GrzeniaRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Sep 16, 2025 (56 d)
Jacob Harry PeiserRappaport Reiches Capital Management, independent RIAMorningstar Investment Services LLC independent RIARIA to RIAJul 5, 2023Jun 2, 2023
Sanders E DarganRappaport Reiches Capital Management, independent RIACrescent Grove Advisors independent RIARIA to RIANov 9, 2018Jun 25, 2025 (2420 d)
Odette G OlsonRappaport Reiches Capital Management, independent RIAMorgan Stanley wirehouseRIA to wirehouseNov 8, 2018Sep 27, 2018
Christine Marie JordanRappaport Reiches Capital Management, otherFiducient Advisors LLC independent RIAOtherNov 17, 2015Aug 28, 2018 (1015 d)
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15 moves match.