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 Xypn Sapphire

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
Anton Fawver MadsenXypn Sapphire independent RIAStone Steps Financial, LLC independent RIARIA to RIAJun 9, 2026Feb 10, 2026
Mario Joseph PizzamiglioXypn Sapphire independent RIAArdent Guardian Wealth Advisory, LLC state registeredRIA to a state-registered adviserApr 1, 2026Apr 1, 2026
Charles Michael FeehelyXypn Sapphire independent RIAValor Wealth Partners state registeredRIA to a state-registered adviserAug 15, 2025Aug 5, 2025
Bryan WilczewskiXypn Sapphire independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 15, 2025Jun 3, 2025
Melody BradyXypn Sapphire asset managerNectarine no RAUMOtherApr 1, 2025Jan 13, 2025
Patricia Michelleheaton ParkerXypn Sapphire asset managerAccurate Wealth Management, LLC independent RIAOtherMar 6, 2025Aug 7, 2025 (154 d)
Jeffrey Robert SnodgrassXypn Sapphire asset managerWedmont Private Capital independent RIAOtherMar 3, 2025Jan 30, 2026 (333 d)
Samantha Wendy SilbersteinXypn Sapphire asset managerMotley Fool Wealth Management, LLC independent RIAOtherDec 17, 2024Dec 18, 2024
Thomas Dekari KerneyXypn Sapphire asset managerCooper Financial Services, Inc. independent RIAOtherJan 18, 2022Jan 4, 2024 (716 d)
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9 moves match.