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 Summit Trail 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 Shapses | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Justin Castenskiold Waterman | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Dominick J Trapasso | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Dec 3, 2025 |
| Sarah N Silverio | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 14, 2025 |
| Adam Michael Betancourt | Summit Trail Advisors, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Nov 17, 2025 |
| Antonio Morel | Summit Trail Advisors, LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2025 | May 6, 2026 (226 d) |
| Joseph W. Shenton | Summit Trail Advisors, LLC independent RIA | Permanent Capital Management, LP no RAUM | RIA to a newly registered adviser | Feb 23, 2024 | Oct 16, 2023 |
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7 moves match.