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 Silver Pine Capital, 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 |
|---|---|---|---|---|---|
| James Vincent Grace | Silver Pine Capital, LLC state registered | Modern Financial Wellness state registered | Other | Apr 16, 2026 | Apr 21, 2025 |
| David M Winer | Silver Pine Capital, LLC state registered | Access Wealth Management, Inc. independent RIA | Other | Oct 1, 2018 | Nov 5, 2018 (35 d) |
| Dixon Karmindro | Silver Pine Capital, LLC state registered | Raymond James Financial Services Advisors, Inc other | Other | Dec 7, 2012 | Oct 26, 2012 |
| Seth Tutlis | Silver Pine Capital, LLC state registered | Seneca Wealth Advisors, LLC state registered | Other | Dec 3, 2010 | Aug 1, 2024 (4990 d) |
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4 moves match.