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 Circle Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Emilio Lincoln Egea | Circle Wealth Management, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jul 23, 2026 | Aug 4, 2026 |
| William Mcdermott Smith | Circle Wealth Management, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | May 21, 2024 | Sep 18, 2024 (120 d) |
| Alexandra Michelle Blake | Circle Wealth Management, LLC other | Next Capital Management LLC independent RIA | Other | Apr 4, 2017 | Jul 7, 2021 (1555 d) |
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3 moves match.