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 Newport Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Joseph Dolce | Newport Capital Group, LLC other | Advice And Planning Services BD affiliated | Other | Apr 30, 2013 | Oct 30, 2025 (4566 d) |
| Kimberly Christine Riccoboni | Newport Capital Group, LLC other | Msi Financial Services, Inc. other | Other | Nov 2, 2011 | Nov 4, 2011 |
| Eric Todd Lanshe | Newport Capital Group, LLC other | Cetera Investment Services LLC other | Other | Mar 19, 2008 | Mar 27, 2008 |
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3 moves match.