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 Public Safety Financial/Galloway

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
David Andrew VidaurePublic Safety Financial/Galloway independent RIAModern Wealth Management, LLC independent RIARIA to RIAMar 24, 2026Aug 29, 2025
Joseph Alan TurleyPublic Safety Financial/Galloway independent RIASummit Global Investments, LLC mixed wealthRIA to RIAOct 22, 2024Dec 5, 2025 (409 d)
David Hartley TurleyPublic Safety Financial/Galloway independent RIASummit Global Investments, LLC mixed wealthRIA to RIAJan 30, 2024Feb 6, 2024
Jeffrey Alan BarczakPublic Safety Financial/Galloway independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2023Jan 16, 2024 (84 d)
Joseph Alan TurleyPublic Safety Financial/Galloway independent RIAMorgan Stanley wirehouseRIA to wirehouseOct 9, 2019Nov 12, 2019 (34 d)
Michael A AcevedoPublic Safety Financial/Galloway otherDynamic otherOtherDec 1, 2016Nov 29, 2016
Carlyn J BouchardPublic Safety Financial/Galloway otherMsi Financial Services, Inc. otherOtherSep 28, 2015Feb 1, 2016 (126 d)
Myra K AlportPublic Safety Financial/Galloway otherIntegrated Wealth Management, LLC otherOtherJun 19, 2015Oct 22, 2015 (125 d)
Ross Daniel EmmerPublic Safety Financial/Galloway otherRetirement Planners Of America otherOtherJul 2, 2014Sep 26, 2014 (86 d)
Brian Joseph RellihanPublic Safety Financial/Galloway otherAdvice And Planning Services otherOtherJul 19, 2010Jul 31, 2013 (1108 d)
Paula PrzewlockiPublic Safety Financial/Galloway otherCambridge Investment Research Advisors, Inc. otherOtherDec 7, 2009Apr 11, 2011 (490 d)
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11 moves match.