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 Aj Wealth

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
Andrew CooperAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Jennette J BrilliantAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Justyn Gregory VoleskoAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Nicole Claire FoxAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Andrea ZilliAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Joseph Thomas BurbellaAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Matthew Joseph McdonaldAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Daniel Scott DonofrioAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Stephen Michael SovieroAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Jillian Maeve LamAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
William Allen RohrAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
James KaneAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Daniel RosoneAj Wealth independent RIASvb Wealth independent RIARIA to RIASep 13, 2022Oct 14, 2022 (31 d)
Rafal Gustaw ChocholAj Wealth independent RIATrue Link Financial Advisors otherOtherSep 8, 2022Feb 17, 2023 (162 d)
Dillon Wayne DunnAj Wealth independent RIARainey & Randall Wealth Advisors, Inc. independent RIARIA to RIAAug 8, 2022Aug 21, 2023 (378 d)
Elizabeth M SmooseAj Wealth independent RIASvb Wealth independent RIARIA to RIAJun 21, 2022Jun 22, 2022
Clayton John CochranAj Wealth independent RIASvb Wealth independent RIARIA to RIAJun 21, 2022Jun 22, 2022
Lauren Ann RiccaAj Wealth independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 17, 2022Mar 7, 2022 (49 d)
Holly LobpriseAj Wealth independent RIAAdhesion Wealth Advisor Solutions asset managerOtherAug 23, 2019Mar 7, 2024 (1658 d)
Francis Joseph FazioAj Wealth independent RIAGoldman Sachs Wealth Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJun 5, 2018Feb 18, 2026 (2815 d)
Addison Beatty DascombeAj Wealth independent RIANew Republic Partners otherOtherJun 1, 2018Sep 1, 2021 (1188 d)
Stephen Elliot FletcherAj Wealth otherBluesky Wealth Advisors, LLC otherOtherAug 10, 2016Aug 23, 2016
Eric Louis GaborAj Wealth otherEagle Grove Advisors LLC state registeredOtherFeb 1, 2016May 18, 2016 (107 d)
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23 moves match.