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 Azzendo Wealth Advisors
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Manuel Fadraga | Azzendo Wealth Advisors independent RIA | 710 Consulting Group, LLC state registered | RIA to a state-registered adviser | Aug 15, 2022 | Jun 24, 2022 |
| Robert Allan O'Toole | Azzendo Wealth Advisors independent RIA | Personal Wealth Planning, LLC state registered | RIA to a state-registered adviser | Mar 22, 2019 | Dec 10, 2018 |
| Amaury Sanchez-Cifuentes | Azzendo Wealth Advisors independent RIA | Fac Wealth Management, LLC unclassified | Other | Dec 31, 2008 | Oct 30, 2008 |
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3 moves match.