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 Wiss Private Client Advisors, 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
Christian Blaise PluchinoWiss Private Client Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAMay 3, 2026May 12, 2026
Chirag D Sharma RatanpalWiss Private Client Advisors, LLC independent RIABlackrock Investment Management, LLC asset managerOtherDec 24, 2025Apr 16, 2026 (113 d)
Christopher M. ColyerWiss Private Client Advisors, LLC independent RIAEisneramper Wealth Management & Corporate Benefits, LLC independent RIARIA to RIAAug 1, 2019Jan 30, 2020 (182 d)
Sarah Rolston BurrowsWiss Private Client Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2019Dec 13, 2019 (148 d)
Sharon Marie CirilloWiss Private Client Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 22, 2019May 30, 2019 (38 d)
Cameron Scott AndreWiss Private Client Advisors, LLC independent RIACreative Planning independent RIARIA to RIAJun 7, 2018Jun 19, 2018
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6 moves match.