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 Fountainhead Advisors

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
Eric Christopher FurstnerFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Marc Bruce RockFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Michael Ernest BeneventoFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 5, 2025
Steven James RalffFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 5, 2025
Scott Harris SilverFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Duy H LeFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 5, 2025
Joseph HalpernFountainhead Advisors independent RIAObsidian Cio LLC no RAUMOtherJan 8, 2026Jul 28, 2017
Robert Philip RenshawFountainhead Advisors independent RIAObsidian Cio LLC no RAUMOtherJan 8, 2026Jul 28, 2017
Yeugenia NapoliFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 8, 2025
Jason J LeeFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 8, 2025
Wesley Mitsuo YamadaFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Gaetano Anthony SaccoFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 8, 2025
Bryce James BednorzFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
James William DiehlFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Stephen ZhouFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 8, 2025
Luke Constantine FoukasFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Timothy Thomas WalshFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 8, 2025
Ryan Craig ErlangerFountainhead Advisors independent RIALido independent RIARIA to RIAJan 8, 2026Dec 9, 2025
Ellis King ChandlerFountainhead Advisors independent RIAStark Wealth Management LLC independent RIARIA to RIADec 2, 2025Jan 11, 2026 (40 d)
Richard Thomas TattoryFountainhead Advisors independent RIARmr Wealth Management independent RIARIA to RIANov 14, 2025Nov 19, 2025
Scott J ClementsFountainhead Advisors independent RIARmr Wealth Management independent RIARIA to RIANov 14, 2025Dec 2, 2025
Jacob WoodyFountainhead Advisors independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJan 7, 2025Sep 3, 2025 (239 d)
Ryan Keane LamFountainhead Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 19, 2024Dec 6, 2024
John Edward SpringFountainhead Advisors independent RIAEpic Wealth Management LLC state registeredRIA to a state-registered adviserDec 31, 2021Oct 20, 2020
Kelly Jean ColeFountainhead Advisors independent RIAEpic Wealth Management LLC state registeredRIA to a state-registered adviserDec 31, 2021Aug 23, 2021
Janice Lynn GillFountainhead Advisors independent RIAEpic Wealth Management LLC state registeredRIA to a state-registered adviserDec 31, 2021Oct 20, 2020
Lucian Florian IojaFountainhead Advisors independent RIAOris Wealth Designs LLC state registeredRIA to a state-registered adviserMar 25, 2021Nov 9, 2020
Paul A LebowitzFountainhead Advisors independent RIAPrinceton Global Asset Management LLC independent RIARIA to RIAJan 22, 2019Apr 15, 2019 (83 d)
Susan Ellen TrassFountainhead Advisors independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2018Jun 28, 2018
Gary Allen HarrisFountainhead Advisors otherGh Private Wealth Management, Inc. state registeredOtherFeb 16, 2016Jun 1, 2016 (106 d)
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30 moves match.