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 The Dowling Group Wealth Management
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 |
|---|---|---|---|---|---|
| Carlton Edwin Anderson | The Dowling Group Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Jan 27, 2026 | Sep 11, 2026 (227 d) |
| Joseph Anthony Manno | The Dowling Group Wealth Management independent RIA | Merit Financial Partners LLC independent RIA | RIA to RIA | Oct 14, 2025 | Oct 17, 2025 |
| William Joseph Ryan | The Dowling Group Wealth Management independent RIA | Ayrshire Capital Management LLC other | Other | Jan 23, 2018 | Dec 3, 2018 (314 d) |
| Michael Anthony Buccino | The Dowling Group Wealth Management independent RIA | Joel Isaacson & Co., LLC independent RIA | RIA to RIA | Jan 23, 2018 | Nov 16, 2021 (1393 d) |
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4 moves match.