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 Benedetti, Gucer & Associates

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
Russell ClarkeBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 28, 2024
Baburhan GucerBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 26, 2023
Cheryl Lois ScoutBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 1, 2024
Jaime Andres BenedettiBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Jan 4, 2024
Erik Tomas AnhausBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 29, 2024
Heather J GardnerBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 19, 2024
Adam Michael HowardBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Jun 4, 2024
Jeffrey Charles ConeBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Apr 3, 2023
Christopher A CristalloBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 19, 2024
Arish Samir NuraniBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 6, 2024
Brenda Allen SakonBenedetti, Gucer & Associates independent RIAChicory Wealth independent RIARIA to RIAMay 19, 2021Mar 14, 2022 (299 d)
Charles Richard AmbroselliBenedetti, Gucer & Associates independent RIA1776 Wealth LLC independent RIARIA to RIAMar 12, 2021Jun 15, 2021 (95 d)
Leroy TankerBenedetti, Gucer & Associates independent RIALegacy Wealth Advisors, LLC state registeredRIA to a state-registered adviserFeb 11, 2019Mar 5, 2018
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13 moves match.