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 Fidato Wealth 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 |
|---|---|---|---|---|---|
| Anthony Stanley Biasiotta | Fidato Wealth LLC independent RIA | Kith & Kin Wealth state registered | RIA to a state-registered adviser | Apr 1, 2026 | Apr 20, 2026 |
| David Andrew Flegal | Fidato Wealth LLC independent RIA | Flegal Financial Planning state registered | RIA to a state-registered adviser | Feb 26, 2024 | Aug 30, 2024 (186 d) |
| David Alan Stribula | Fidato Wealth LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Jul 8, 2020 | Jun 21, 2022 (713 d) |
| Jake Birnberg | Fidato Wealth LLC other | Portsmouth Financial Services unclassified | Other | Feb 3, 2016 | Jun 20, 2016 (138 d) |
| Ronald Chris Packard | Fidato Wealth LLC other | Wealth Watch Advisors, Inc no RAUM | Other | Jan 27, 2016 | Feb 5, 2016 |
| Daniel James Packard | Fidato Wealth LLC other | Wealth Watch Advisors, Inc no RAUM | Other | Jan 27, 2016 | Feb 23, 2016 |
| Lori Ann Day | Fidato Wealth LLC other | Horter Investment Management, LLC other | Other | Feb 3, 2015 | Feb 19, 2015 |
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7 moves match.