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 Domani Wealth, 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
Scott Douglas MichaelDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Christopher Michael StockDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Thomas Keith WilliamsDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Angela Michelle StephensonDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Kenneth Lee EshlemanDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Matthew Murray GavelDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Amanda Leigh FaithDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 15, 2023
Michael Joseph DinanDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Angela Renee BerkoskyDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 15, 2023
Jennifer Lynn HillDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Paul Bryant ElfnerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Richard Patrick EllenbergerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Jacqueline Elizabeth KeenerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Kyle Brandon BeisselDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Michael Joseph SpanglerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Timothy Michael SokoloskiDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Joseph Peter MarmoratoDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Robert Francis WursterDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Aaron Eduard StolpenDomani Wealth, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAMar 24, 2023Sep 22, 2023 (182 d)
Anthony Robert KnightDomani Wealth, LLC independent RIAGreenspring Advisors, LLC mixed wealthRIA to RIAJan 30, 2023Apr 5, 2023 (65 d)
Steven Patrick MaherDomani Wealth, LLC independent RIACool Creek Financial state registeredRIA to a state-registered adviserAug 22, 2022Sep 26, 2022 (35 d)
Debra Hellyer ShermanDomani Wealth, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2021Apr 6, 2021
James Joseph KarchnerDomani Wealth, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2020Apr 13, 2020
Blaine William HomanDomani Wealth, LLC independent RIASpire Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2019Apr 9, 2019
Jeffrey Richard GuindonDomani Wealth, LLC otherRkl Private Wealth otherOtherDec 8, 2016Dec 7, 2016
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25 moves match.