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 Charles Private Wealth
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 |
|---|---|---|---|---|---|
| Paul Andrew Squarcia | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Aug 4, 2026 |
| Erik Randall Wallin | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Jul 20, 2026 |
| Jack Wilson Mccarty | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Aug 11, 2026 |
| Veronica Anne Walsh | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Aug 11, 2026 |
| Oscar Cole Bunting | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Aug 11, 2026 |
| Adam Michael Sousa | One Charles Private Wealth independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Aug 28, 2026 | Aug 11, 2026 |
| Michael Finn | One Charles Private Wealth independent RIA | Xypn Sapphire independent RIA | RIA to RIA | Mar 12, 2026 | May 11, 2026 (60 d) |
| Brennain James Van Der Hoeven | One Charles Private Wealth independent RIA | Xypn Sapphire independent RIA | RIA to RIA | Jan 6, 2026 | Jan 22, 2026 |
| Thomas Patrick Flynn | One Charles Private Wealth independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Sep 2, 2025 | Sep 4, 2025 |
| Sean Carroll | One Charles Private Wealth independent RIA | Columbia Management Investment Advisers, LLC asset manager | Other | Apr 21, 2025 | Nov 17, 2025 (210 d) |
| Carter Scheetz | One Charles Private Wealth independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Mar 31, 2025 | May 29, 2025 (59 d) |
| Peter Leo Murphy | One Charles Private Wealth independent RIA | Prosperity - An Eisneramper Company independent RIA | RIA to RIA | Mar 14, 2025 | Jan 23, 2026 (315 d) |
| Eric Lancellotti | One Charles Private Wealth independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2024 | Dec 10, 2025 (489 d) |
| Andrew Paul Vinciguerra | One Charles Private Wealth independent RIA | Entrewealth independent RIA | RIA to RIA | Dec 22, 2023 | Jan 15, 2024 |
| Jennifer Marie Charobee | One Charles Private Wealth independent RIA | Shepherd Kaplan LLC asset manager | Other | Sep 1, 2020 | Nov 9, 2020 (69 d) |
| John Connor Ronan | One Charles Private Wealth independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Jul 16, 2020 | Feb 2, 2021 (201 d) |
| Christopher Arrigg | One Charles Private Wealth independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 3, 2019 | Jun 11, 2019 |
| Douglas Cataldo | One Charles Private Wealth other | Sl Advisors, LLC mixed wealth | Other | Aug 25, 2017 | Mar 19, 2018 (206 d) |
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18 moves match.