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 Liquid Strategies, 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 |
|---|---|---|---|---|---|
| Seth J Wernick | Liquid Strategies, LLC asset manager | Curi Capital, LLC independent RIA | Other | Jun 27, 2025 | May 19, 2026 (326 d) |
| Dominic Dimaccio | Liquid Strategies, LLC asset manager | Bison Wealth, LLC independent RIA | Other | Feb 5, 2025 | Feb 7, 2025 |
| Justin Caldwell Boller | Liquid Strategies, LLC asset manager | Bison Wealth, LLC mixed wealth | Other | Jan 6, 2025 | Jan 15, 2025 |
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3 moves match.