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 Quint Capital Management

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
David Edward AchzetQuint Capital Management mixed wealthPierce Wealth Partners, Inc. state registeredRIA to a state-registered adviserDec 31, 2025May 24, 2024
Kurt SteinQuint Capital Management independent RIASinger Wealth Advisors LLC independent RIARIA to RIANov 22, 2023Nov 7, 2024 (351 d)
William McconvilleQuint Capital Management independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 20, 2023Oct 19, 2023
Lisa Mari SnydermanQuint Capital Management independent RIACrito Capital Advisers LLC state registeredRIA to a state-registered adviserJun 2, 2023May 28, 2025 (726 d)
Steven Marc HeinowitzQuint Capital Management independent RIAHerold Advisors, Inc. independent RIARIA to RIAMay 1, 2023Apr 28, 2023
Joshua GalanterQuint Capital Management independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 14, 2022Apr 11, 2022
Benjamin Laurens ChampionQuint Capital Management independent RIALegacy Trust Advisors LLC state registeredRIA to a state-registered adviserNov 30, 2015Dec 8, 2016 (374 d)
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7 moves match.