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 Measured Wealth Private Client 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.

AdvisorFromToTypeLeftRegistered
Eric James TiernoMeasured Wealth Private Client Group, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankFeb 12, 2025Feb 10, 2025
Andrew James DonahueMeasured Wealth Private Client Group, LLC independent RIAMoors & Cabot, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 25, 2023Aug 21, 2023
Andrew Joseph CamlinMeasured Wealth Private Client Group, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 8, 2023Aug 4, 2023
Joshua Thomas HaapanenMeasured Wealth Private Client Group, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 27, 2023Jan 18, 2024 (266 d)
Timothy Richard HamiltonMeasured Wealth Private Client Group, LLC independent RIAF L Putnam Investment Management Co. independent RIARIA to RIAMar 16, 2022Apr 25, 2022 (40 d)
Theodore Marcel ShediacMeasured Wealth Private Client Group, LLC independent RIAAdvisors Capital Management, LLC independent RIARIA to RIASep 7, 2021Sep 8, 2021
Stephen John BrunoMeasured Wealth Private Client Group, LLC independent RIATwelve Points Wealth Management mixed wealthRIA to RIAJun 29, 2021Jul 3, 2025 (1465 d)
Kyle Donald PowersMeasured Wealth Private Client Group, LLC independent RIAThe Fiduciary Group independent RIARIA to RIASep 20, 2019Nov 25, 2019 (66 d)
Richard Louis KesnerMeasured Wealth Private Client Group, LLC independent RIAStoever Glass Wealth Management, Inc. independent RIARIA to RIAJul 8, 2019Jan 15, 2020 (191 d)
Christopher Hale StonerMeasured Wealth Private Client Group, LLC independent RIASb Advisory, LLC otherOtherMay 31, 2018Apr 11, 2017
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10 moves match.