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 Glassman Wealth Services, 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 |
|---|---|---|---|---|---|
| Sean Beznicki | Glassman Wealth Services, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2022 | Jun 29, 2023 (358 d) |
| Brandon Beckner | Glassman Wealth Services, LLC other | Filament, LLC other | Other | Apr 10, 2017 | Aug 3, 2017 (115 d) |
| Nathan Michael Sonnenberg | Glassman Wealth Services, LLC other | Pitcairn no RAUM | Other | Mar 15, 2016 | Jan 9, 2025 (3222 d) |
| Jessica Rada Ness | Glassman Wealth Services, LLC other | Cjm Wealth Advisers, Ltd. other | Other | Apr 28, 2014 | Oct 22, 2014 (177 d) |
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4 moves match.