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 Rpg Family Wealth Advisory, 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.

AdvisorFromToTypeLeftRegistered
Benjamin Seth MartinRpg Family Wealth Advisory, LLC independent RIAAbacus Capital Advisors independent RIARIA to RIAJun 10, 2024Mar 6, 2025 (269 d)
Samuel Mcmanus KieferRpg Family Wealth Advisory, LLC independent RIAPinnacle Private Wealth, LLC independent RIARIA to RIAJun 6, 2018May 31, 2018
Hugh Patrick MaginnisRpg Family Wealth Advisory, LLC independent RIAPinnacle Private Wealth, LLC independent RIARIA to RIAJun 6, 2018May 31, 2018
Adam B. ReinkingRpg Family Wealth Advisory, LLC otherAdviceperiod, LLC otherOtherFeb 23, 2017Feb 9, 2017
Adam Russell HullRpg Family Wealth Advisory, LLC otherAdviceperiod, LLC otherOtherFeb 23, 2017Feb 9, 2017
Travis Allen TuckerRpg Family Wealth Advisory, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 12, 2014Jul 21, 2014 (39 d)
Stacy Ann BazylinskiRpg Family Wealth Advisory, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 12, 2014Jul 21, 2014 (39 d)
Donald Philip BruscaRpg Family Wealth Advisory, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 12, 2014Jul 16, 2014 (34 d)
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8 moves match.