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 Withum 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 |
|---|---|---|---|---|---|
| Adam C Armstrong | Withum Wealth Management independent RIA | Pinnacle Associates, Ltd. mixed wealth | RIA to RIA | Aug 4, 2025 | Dec 5, 2024 |
| Elena Viktorovna Ladygina | Withum Wealth Management independent RIA | Veris Wealth Partners, LLC independent RIA | RIA to RIA | Nov 1, 2023 | Jan 23, 2024 (83 d) |
| Robert Louis Lucente | Withum Wealth Management independent RIA | Lido independent RIA | RIA to RIA | May 12, 2022 | Feb 1, 2023 (265 d) |
| Jacob Bergen Rue | Withum Wealth Management other | Park Avenue Securities LLC other | Other | Mar 30, 2015 | Aug 10, 2015 (133 d) |
| Timothy Joseph Piacentini | Withum Wealth Management other | Pinnacle Associates, Ltd. other | Other | Nov 9, 2012 | Jan 30, 2014 (447 d) |
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5 moves match.