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 Convergent Wealth Advisors, 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
Travis Jacob RussellConvergent Wealth Advisors, LLC otherGlassman Wealth Services, LLC otherOtherAug 16, 2011Sep 22, 2011 (37 d)
Matthew Robert MarianoConvergent Wealth Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherJun 20, 2011Oct 26, 2021 (3781 d)
Charles Anthony AronicaConvergent Wealth Advisors, LLC otherCitigroup Global Markets Inc. otherOtherJun 1, 2011Oct 17, 2012 (504 d)
Jarrett Franklin SolomonConvergent Wealth Advisors, LLC otherConnecticut Wealth Management, LLC otherOtherMay 16, 2011Dec 7, 2011 (205 d)
Christopher Geddy HillConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherMar 25, 2011Apr 5, 2011
Mark Theodore KellyConvergent Wealth Advisors, LLC otherMycio Wealth Partners, LLC otherOtherNov 30, 2010Feb 18, 2011 (80 d)
Evan WirkkalaConvergent Wealth Advisors, LLC otherHightower Advisors, LLC BD affiliatedOtherNov 30, 2010Oct 1, 2025 (5419 d)
Matthew Allan TigertConvergent Wealth Advisors, LLC otherTamarac Inc unclassifiedOtherOct 19, 2010Feb 22, 2012 (491 d)
Brian Russell VowinkelConvergent Wealth Advisors, LLC otherRanger Select LLC unclassifiedOtherOct 15, 2010May 23, 2011 (220 d)
Lauren N ChacinskiConvergent Wealth Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 20, 2010Nov 20, 2010 (92 d)
Lauren Paige MartinConvergent Wealth Advisors, LLC otherThreshold Group, LLC otherOtherApr 5, 2010May 24, 2010 (49 d)
William Jones DebuttsConvergent Wealth Advisors, LLC otherGlenmore Advisors, LLC otherOtherMar 9, 2010Mar 24, 2010
Ryan Christopher PoirierConvergent Wealth Advisors, LLC otherEdelman Financial Services, LLC otherOtherJan 8, 2010Feb 26, 2010 (49 d)
Gary Richard SobelmanConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherDec 31, 2009Jan 19, 2010
Christopher Robert MccallConvergent Wealth Advisors, LLC otherJourney Beyond Wealth independent RIAOtherNov 25, 2009May 2, 2019 (3445 d)
James Larry HensonConvergent Wealth Advisors, LLC otherMorgan Stanley wirehouseOtherMay 29, 2009Oct 16, 2009 (140 d)
Lindsay Garland ShetterlyConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherJan 5, 2009Jan 28, 2009
Mindy Marie DayConvergent Wealth Advisors, LLC otherAmeriprise Financial Services, LLC national BDOtherOct 13, 2008Apr 23, 2020 (4210 d)
Ryan K PrestonConvergent Wealth Advisors, LLC otherBbr Partners, LLC independent RIAOtherAug 18, 2008Jun 21, 2021 (4690 d)
Michael David MillerConvergent Wealth Advisors, LLC otherWellesley Asset Management, Inc. mixed wealthOtherMay 5, 2008Feb 3, 2025 (6118 d)
Lauren LehmanConvergent Wealth Advisors, LLC otherFsc Securities Corporation otherOtherDec 4, 2007Apr 16, 2009 (499 d)
Kathleen F FreedConvergent Wealth Advisors, LLC otherPermit Capital Advisors, LLC independent RIAOtherDec 4, 2007Apr 5, 2022 (5236 d)
Ashley Elyse IddingsConvergent Wealth Advisors, LLC otherHighline Wealth Management, LLC otherOtherNov 29, 2007May 2, 2008 (155 d)
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83 moves match.