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 Kolinsky 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 |
|---|---|---|---|---|---|
| Steven Ira Kolinsky | Kolinsky Wealth Management, LLC independent RIA | World Investment Advisors, LLC other | Other | Sep 18, 2025 | May 8, 2025 |
| David Louis Ciano | Kolinsky Wealth Management, LLC independent RIA | Sobel Financial Advisors, LLC unclassified | Other | Sep 18, 2025 | Sep 24, 2010 |
| David George Mowad | Kolinsky Wealth Management, LLC independent RIA | World Investment Advisors, LLC institutional | Other | Sep 18, 2025 | Apr 2, 2025 |
| Jason Nmn Kolinsky | Kolinsky Wealth Management, LLC independent RIA | American Portfolios Advisors, Inc other | Other | Sep 18, 2025 | Sep 17, 2013 |
| Chad Nmn Kolinsky | Kolinsky Wealth Management, LLC independent RIA | World Investment Advisors, LLC institutional | Other | Sep 18, 2025 | Apr 2, 2025 |
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5 moves match.