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 Somerset Wealth Management, 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 |
|---|---|---|---|---|---|
| Nicholas J Coccimiglio | Somerset Wealth Management, LLC state registered | Justice Settlement Consulting Inc. no RAUM | Other | Feb 3, 2026 | Jan 2, 2026 |
| Jackson Leo Schwarz | Somerset Wealth Management, LLC state registered | Ameriprise Financial Services, LLC national BD | Other | Aug 30, 2022 | Jul 9, 2024 (679 d) |
| Joshua Warren Tschirgi | Somerset Wealth Management, LLC state registered | Creativeone Securities, LLC other | Other | Oct 10, 2017 | Sep 19, 2017 |
| Brian Thomas Horn | Somerset Wealth Management, LLC state registered | Waddell & Reed other | Other | Oct 22, 2015 | Oct 13, 2015 |
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4 moves match.