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 Acorn Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Alexander Mark Finsterwald | Acorn Wealth Advisors, LLC independent RIA | Rhl Group, LLC independent RIA | RIA to RIA | Nov 5, 2025 | Nov 3, 2025 |
| Gery Joseph Sadzewicz | Acorn Wealth Advisors, LLC independent RIA | Left Brain Wealth Management, LLC independent RIA | RIA to RIA | Jan 25, 2024 | Apr 21, 2014 |
| John Patrick Stelman | Acorn Wealth Advisors, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2021 | May 7, 2021 |
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3 moves match.