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 Essex Private 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 |
|---|---|---|---|---|---|
| Lionel James Edmonson | Essex Private Wealth Management LLC independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Mar 20, 2026 | Mar 17, 2026 |
| David Edward Bunker | Essex Private Wealth Management LLC independent RIA | Bay Colony Advisors independent RIA | RIA to RIA | Feb 28, 2022 | Feb 1, 2022 |
| Shawn Michael Mccarthy | Essex Private Wealth Management LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 28, 2021 | Jul 31, 2026 (1859 d) |
| Robert Rubano | Essex Private Wealth Management LLC independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 12, 2020 | Nov 18, 2020 |
| Dennis Carl Wassung | Essex Private Wealth Management LLC independent RIA | Abbot Financial Management, Inc independent RIA | RIA to RIA | Jun 17, 2019 | Jul 9, 2019 |
| Jason A. Canzano | Essex Private Wealth Management LLC other | Breakwater Asset Management, LLC state registered | Other | Nov 15, 2010 | Dec 8, 2010 |
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6 moves match.