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 Matrix Private Capital Group
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 |
|---|---|---|---|---|---|
| Lance Matthew Bryan | Matrix Private Capital Group independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2023 | Oct 27, 2023 |
| Matthew Lawrence Rubin | Matrix Private Capital Group independent RIA | Anchorcove Partners no RAUM | RIA to a newly registered adviser | Nov 28, 2022 | Feb 17, 2023 (81 d) |
| Michelle Rey Lutein | Matrix Private Capital Group independent RIA | Resnick Wealth Alliance, LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jan 1, 2025 (915 d) |
| Monte Ivan Resnick | Matrix Private Capital Group independent RIA | Resnick Wealth Alliance, LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jan 1, 2025 (915 d) |
| Ryan James Tunnell | Matrix Private Capital Group independent RIA | U.S. Bancorp Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 24, 2020 | Sep 10, 2020 |
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5 moves match.