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 Avellino Financial Advisors, Inc.

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
Earl Cornelius StevensonAvellino Financial Advisors, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherDec 31, 2021Feb 15, 2022 (46 d)
Michael Fitzgerald DunneAvellino Financial Advisors, Inc. independent RIAUhlmann Investment Management, L.L.C. independent RIARIA to RIADec 31, 2021Mar 8, 2022 (67 d)
William John LillwitzAvellino Financial Advisors, Inc. independent RIAUhlmann Investment Management, L.L.C. independent RIARIA to RIAJan 19, 2021Jan 19, 2021
Benjamin R PfiffnerAvellino Financial Advisors, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherDec 26, 2019Jun 22, 2020 (179 d)
Richard S RodgersAvellino Financial Advisors, Inc. independent RIACentaurus Financial, Inc. otherOtherMar 26, 2018Feb 27, 2018
David Michael AptedAvellino Financial Advisors, Inc. independent RIABristol Financial LLC state registeredRIA to a state-registered adviserMar 16, 2018Aug 8, 2018 (145 d)
Nathan Hatch BilleterAvellino Financial Advisors, Inc. otherLegacy Wealth Management, LLC independent RIAOtherMay 9, 2017Nov 17, 2017 (192 d)
Lawrence Wayne GrayAvellino Financial Advisors, Inc. otherLegacy Wealth Management, LLC independent RIAOtherMay 9, 2017Aug 10, 2017 (93 d)
Jonathan Kirk CarrollAvellino Financial Advisors, Inc. otherLegacy Wealth Management, LLC independent RIAOtherMay 9, 2017Jun 2, 2017
Rebecca Speck FosterAvellino Financial Advisors, Inc. otherPruco Securities, LLC otherOtherNov 9, 2016Dec 20, 2016 (41 d)
Michael Joseph O'MaraAvellino Financial Advisors, Inc. otherJanney Montgomery Scott LLC otherOtherApr 2, 2015Dec 9, 2015 (251 d)
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11 moves match.