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 Vivaldi Capital Management LP

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
David Alan SternbergVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 18, 2026Jul 8, 2026
Daniel Aaron JonesVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 23, 2026
Justin B WhelanVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 17, 2026
Randal Lawrence GoldenVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Aug 25, 2026 (69 d)
Frank Domenic PellicoriVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 18, 2026
William David ProperVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jul 2, 2026
David William SnyderVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 25, 2026
Asha Tangri GoldsteinVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 26, 2026
Brian Joseph QuinnVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 29, 2026
Lilian LoVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 23, 2026
Ilya Michael ZlotnikVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 25, 2026
Brandon Lyon IntraterVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 29, 2026
Greg Andrew GoldfederVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 26, 2026
Zackary Graham MeuserVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 25, 2026
Rachel Ann LeahyVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 18, 2026
Griffin LauVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 22, 2026
Morgan Jewelene PruettVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 16, 2026
Andrew Jay SternbergVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 17, 2026
Ted Russell BreiterVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 23, 2026
Benjamin BlumanVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 23, 2026
Nikita PraharajVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 29, 2026
Andrew Jeffrey Hitchcock SchulerVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 23, 2026
Abigail PhillipsVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 17, 2026Jun 22, 2026
Thomas Andrew BarrettVivaldi Capital Management LP independent RIACorient independent RIARIA to RIAJun 16, 2026Jun 22, 2026
Carlos Alberto SanchezVivaldi Capital Management LP independent RIATritonpoint Partners, LLC independent RIARIA to RIAMay 18, 2026May 18, 2026
Matthew Charles SanchezVivaldi Capital Management LP independent RIATritonpoint Partners, LLC independent RIARIA to RIAMay 18, 2026May 16, 2026
Jeffrey David EismanVivaldi Capital Management LP independent RIAWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 15, 2026
Ryan David MeachamVivaldi Capital Management LP independent RIAHighline Wealth Partners independent RIARIA to RIAApr 1, 2026Apr 3, 2026
John David EberleVivaldi Capital Management LP independent RIAFourstar Wealth Advisors, LLC independent RIARIA to RIAFeb 3, 2023Feb 8, 2023
David L AllenVivaldi Capital Management LP independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankNov 29, 2022Nov 21, 2022
Caryn Elizabeth FieldsVivaldi Capital Management LP independent RIANadler Financial Group, Inc. independent RIARIA to RIAFeb 3, 2020Jan 23, 2020
Jonathon MerickelVivaldi Capital Management LP independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2019Apr 17, 2019
David Michael DickmanVivaldi Capital Management LP independent RIAMindful Wealth LLC independent RIARIA to RIAMay 1, 2018Aug 2, 2018 (93 d)
Stephen BergmanVivaldi Capital Management LP independent RIAHuber Financial independent RIARIA to RIAApr 30, 2018Feb 12, 2019 (288 d)
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34 moves match.