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 Scf Private Wealth Holdings, 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
Deborah StavisScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Feb 27, 2021
Duane Michael HirschScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 3, 2021
Allison Anne LyonsScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 2, 2021
Sital RahmanScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 5, 2021
Shala L WalkerScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 5, 2021
Kayla Alexandra TolunayScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 4, 2021
Jun GuScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 4, 2021
Michelle CohenScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 5, 2021
Yonghui HuangScf Private Wealth Holdings, LLC independent RIAStavis & Cohen Private Wealth, LLC independent RIARIA to RIAMar 15, 2021Mar 5, 2021
Thao Da PhamScf Private Wealth Holdings, LLC independent RIASummitry, LLC independent RIARIA to RIANov 21, 2018Dec 13, 2024 (2214 d)
Christopher Lee PeregoScf Private Wealth Holdings, LLC otherAvondale Wealth Management LLC otherOtherNov 18, 2016Dec 7, 2017 (384 d)
Austin Bunch AyersScf Private Wealth Holdings, LLC otherPrincipal Securities, Inc. otherOtherSep 29, 2014Mar 25, 2015 (177 d)
Cameron John PenneyScf Private Wealth Holdings, LLC otherAmeriprise Financial Services, LLC national BDOtherJun 27, 2014Jul 9, 2014
Page 1 of 1
13 moves match.