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 Socius Family Office, 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
Mark Hermann RenzSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jul 22, 2024
Troy Paul NunesSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Mark Jeffrey BaniewiczSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Matthew Paul CassanoSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Alexis Renae GayhartSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Thomas McdonnellSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Jun 18, 2024
Katelynn Starr BreslerSocius Family Office, LLC independent RIACorient independent RIARIA to RIAAug 8, 2024Oct 1, 2024 (54 d)
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7 moves match.