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 Venturi Private 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
Dewayne Alfred CrunkVenturi Private Wealth independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 21, 2025May 16, 2025
Michael Ryan SmithVenturi Private Wealth independent RIACibc Private Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2022Apr 28, 2023 (205 d)
Kristen Dawn BuchmanVenturi Private Wealth independent RIACastlepoint Wealth Advisors independent RIARIA to RIAJan 31, 2022Feb 20, 2022
William Cullen RogersVenturi Private Wealth independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2021Apr 23, 2025 (1360 d)
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4 moves match.