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 Seaside Wealth Management, 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 |
|---|---|---|---|---|---|
| Jesus Manuel Beltran | Seaside Wealth Management, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2026 | May 27, 2026 (119 d) |
| Tina M. Vieregg | Seaside Wealth Management, Inc. independent RIA | Creative Capital Management Investments LLC independent RIA | RIA to RIA | Jun 8, 2021 | Aug 6, 2021 (59 d) |
| Eron Nicholas Reyes | Seaside Wealth Management, Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Nov 27, 2019 | Jan 9, 2020 (43 d) |
| Jeran Scott Van Alfen | Seaside Wealth Management, Inc. independent RIA | Centered Financial state registered | RIA to a state-registered adviser | Aug 6, 2019 | Jul 16, 2019 |
| Tyler Mitchell Ondatje | Seaside Wealth Management, Inc. other | Anchor Capital other | Other | Aug 30, 2017 | Oct 7, 2017 (38 d) |
| James Matthew Conole | Seaside Wealth Management, Inc. other | Root Financial Partners independent RIA | Other | Aug 2, 2017 | May 22, 2018 (293 d) |
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6 moves match.