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 Alliance Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Desi Julian Dimaio | Alliance Wealth Management Group, LLC independent RIA | Dimaio Private Wealth, LLC no RAUM | RIA to a newly registered adviser | Sep 2, 2026 | Sep 9, 2026 |
| Kenneth Christopher Paul | Alliance Wealth Management Group, LLC independent RIA | Main Street Financial Solutions, LLC independent RIA | RIA to RIA | May 15, 2018 | May 22, 2018 |
| Paul Romano Esposito | Alliance Wealth Management Group, LLC independent RIA | Prestige Wealth Management Group, LLC independent RIA | RIA to RIA | Mar 28, 2018 | Apr 24, 2018 |
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3 moves match.