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 Warren Street 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 |
|---|---|---|---|---|---|
| Bryan Anthony Cassick | Warren Street Wealth Advisors, LLC independent RIA | Falcon Wealth Planning, Inc. independent RIA | RIA to RIA | Dec 31, 2025 | May 12, 2026 (132 d) |
| Aileen Lau Danley | Warren Street Wealth Advisors, LLC independent RIA | Oak Street Advisory Group, LLC state registered | RIA to a state-registered adviser | Apr 4, 2018 | May 11, 2018 (37 d) |
Page 1 of 1
2 moves match.