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 Aevitas Wealth Management, Inc.

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
Michael Alan SchreiberAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Mar 21, 2023
Amy Zelman ResnicAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Corey S SteinAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Marisa Elise MuldowneyAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Andrew James CayerAevitas Wealth Management, Inc. independent RIASk Wealth Management, LLC independent RIARIA to RIAFeb 16, 2023Feb 8, 2023
Ellen Katherine DuffyAevitas Wealth Management, Inc. independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2020Nov 3, 2020
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6 moves match.