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 Rz 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
Samuel Peter VaranoRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
Peter J HackenbrackRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
James WitnerRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
Bryan J BritchkowRz Wealth independent RIAThrive Capital Management, LLC independent RIARIA to RIAApr 24, 2018Mar 18, 2019 (328 d)
Mathew Stephan HammerRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 30, 2017
Francis Joseph HaasRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 23, 2017
Jason James MaileRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 22, 2017
Michael Dominic LovecchioRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 22, 2017
Daniel P VassRz Wealth otherMycio Wealth Partners, LLC otherOtherAug 11, 2015May 20, 2015
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9 moves match.