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 Castleview Partners, 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
Brian ReddingtonCastleview Partners, LLC independent RIAR Squared IV state registeredRIA to a state-registered adviserMay 19, 2025Jun 16, 2025
Joanne Catherine ChapmanCastleview Partners, LLC independent RIAWealth Foundations Partners, LLC independent RIARIA to RIANov 19, 2024Nov 20, 2024
Bunn FawcettCastleview Partners, LLC independent RIAAza Capital Management independent RIARIA to RIAApr 3, 2023Apr 21, 2023
Barbara Jean KellyCastleview Partners, LLC independent RIAAza Capital Management independent RIARIA to RIAJul 18, 2022Jul 18, 2022
Michael Peter MansurCastleview Partners, LLC independent RIACastleview Advisory unclassifiedOtherDec 31, 2021Mar 15, 2016
Catherine Gaynell BaileyCastleview Partners, LLC independent RIAOrg Partners independent RIARIA to RIAMar 25, 2021Oct 31, 2021 (220 d)
Ralph John FetrowCastleview Partners, LLC otherKovack Advisors, Inc. otherOtherSep 6, 2016Sep 2, 2016
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7 moves match.