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 Spartan Capital Private 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.

AdvisorFromToTypeLeftRegistered
Samia MahnoorSpartan Capital Private Wealth Management LLC state registeredUnited Success Wealth Management state registeredOtherAug 13, 2026Aug 27, 2026
Brandon Felix UlloaSpartan Capital Private Wealth Management LLC state registeredLincoln Investment independent RIAOtherDec 22, 2025Jan 5, 2026
Blake Lawrence WeltmannSpartan Capital Private Wealth Management LLC state registeredSecondmarket Financial, LLC asset managerOtherJan 1, 2025May 11, 2026 (495 d)
Ross GladstoneSpartan Capital Private Wealth Management LLC state registeredA.G.P / Alliance Global Partners independent RIAOtherJul 10, 2020Jun 28, 2020
John William RahoSpartan Capital Private Wealth Management LLC state registeredA.G.P / Alliance Global Partners independent RIAOtherJul 10, 2020Jun 28, 2020
Jean Pier SuarezSpartan Capital Private Wealth Management LLC state registeredA.G.P / Alliance Global Partners independent RIAOtherApr 6, 2020Apr 12, 2020
Scott Douglas SamuelsSpartan Capital Private Wealth Management LLC state registeredOsaic Institutions, Inc. BD affiliatedOtherAug 24, 2018Sep 5, 2018
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7 moves match.