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 Revolve Wealth Partners, 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 |
|---|---|---|---|---|---|
| Joshua Michael Joffe | Revolve Wealth Partners, LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 19, 2026 | Mar 6, 2026 |
| John Edward Tevnan | Revolve Wealth Partners, LLC independent RIA | Sax Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 16, 2025 | Apr 27, 2025 |
| Alexandra Mary Rooney | Revolve Wealth Partners, LLC independent RIA | Main Street Research LLC independent RIA | RIA to RIA | Jul 2, 2024 | Jul 29, 2024 |
| Sophie Ilana Bruskof | Revolve Wealth Partners, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Sep 12, 2023 | Nov 10, 2023 (59 d) |
| Jayme-Lee C Kyritz | Revolve Wealth Partners, LLC independent RIA | RBC Rochdale, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 4, 2023 | Mar 11, 2023 |
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5 moves match.