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 Antonetti Capital 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 Andrew Kienzle | Antonetti Capital Management, LLC independent RIA | Kienzle Wealth Consulting LLC state registered | RIA to a state-registered adviser | Apr 1, 2022 | Mar 16, 2022 |
| Paul J. Marinelli | Antonetti Capital Management, LLC other | Riverglades Family Offices, LLC independent RIA | Other | Aug 1, 2014 | Jan 9, 2025 (3814 d) |
| Robert Edwards | Antonetti Capital Management, LLC other | Riverglades Family Offices, LLC no RAUM | Other | Aug 1, 2014 | Aug 7, 2014 |
Page 1 of 1
3 moves match.