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 Robustwealth, Inc.
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 |
|---|---|---|---|---|---|
| Rajesh Gaur | Robustwealth, Inc. asset manager | Zoe Financial, Inc. no RAUM | Other | Sep 30, 2021 | Jan 4, 2023 (461 d) |
| Dillon Kenniston | Robustwealth, Inc. asset manager | Rewealth state registered | Other | Jul 14, 2021 | May 6, 2022 (296 d) |
| Ryan S. Horvath | Robustwealth, Inc. asset manager | Envestnet Pmc independent RIA | Other | Jul 14, 2021 | Oct 22, 2021 (100 d) |
| Catherine Theresa Reese | Robustwealth, Inc. asset manager | Envestnet Pmc independent RIA | Other | Mar 11, 2020 | Oct 18, 2021 (586 d) |
| Francisco Acevedo | Robustwealth, Inc. asset manager | Osaic Fa, Inc. BD affiliated | Other | Aug 7, 2019 | Aug 5, 2019 |
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5 moves match.