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 Marmo Financial Group, 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
Scott Anthony MarmoMarmo Financial Group, LLC independent RIACetera Planning Partners independent RIARIA to RIAMay 1, 2026May 4, 2026
Sasha StewartMarmo Financial Group, LLC independent RIACetera Planning Partners independent RIARIA to RIAMay 1, 2026May 4, 2026
Nickles Gregory SprynMarmo Financial Group, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIANov 19, 2024Jan 13, 2026 (420 d)
Alexander David SwatzellMarmo Financial Group, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 5, 2023Oct 31, 2023 (209 d)
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4 moves match.