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 One To One, 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 |
|---|---|---|---|---|---|
| Ryan Andrew Zelaski | One To One, LLC no RAUM | Wealthspire Retirement Advisory institutional | Other | Mar 12, 2019 | Sep 12, 2023 (1645 d) |
| Vincent Eugene Delicata | One To One, LLC no RAUM | MML Investors Services, LLC BD affiliated | Other | Mar 12, 2019 | Jun 12, 2019 (92 d) |
| Nina Marie Dipalma | One To One, LLC no RAUM | Tfo Wealth Partners other | Other | Apr 19, 2018 | Nov 13, 2017 |
| Patrick Reed | One To One, LLC no RAUM | J.P. Morgan Private Wealth Advisors LLC other | Other | Feb 9, 2018 | Feb 20, 2018 |
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4 moves match.