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 Peninsula Wealth, 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
Robert John KeanePeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Apr 8, 2025
Kristina Marie VenturaPeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Oct 8, 2025 (85 d)
Rahul Niranjan ShahPeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Apr 8, 2025
Brett Wyeth DavalosPeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Apr 8, 2025
Maria Angelica Prudente San FelipePeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Apr 8, 2025
Samuel Eaton TerminelloPeninsula Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 15, 2025Apr 8, 2025
Dieuthy GuileyPeninsula Wealth, LLC independent RIAFreestone Capital Management, LLC independent RIARIA to RIAFeb 27, 2023Aug 22, 2023 (176 d)
Kristen Rebecca KaczmarkPeninsula Wealth, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 8, 2020Jun 8, 2020
Smriti DhallPeninsula Wealth, LLC otherLenox Advisors, Inc. unclassifiedOtherNov 12, 2015Jan 30, 2017 (445 d)
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9 moves match.