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 Centerline Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Thomas Teal | Centerline Wealth Advisors, LLC independent RIA | Digital Ascension Group - Wealth other | Other | Apr 7, 2025 | May 22, 2025 (45 d) |
| Benjamin Ahmetagic | Centerline Wealth Advisors, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 27, 2025 | Jan 22, 2025 |
| Benjamin Joseph Doninger | Centerline Wealth Advisors, LLC independent RIA | The Gleason Group, Inc. independent RIA | RIA to RIA | Jun 14, 2022 | Jul 12, 2022 |
Page 1 of 1
3 moves match.