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 Variant Private Wealth 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 |
|---|---|---|---|---|---|
| Nico Vasiliadis | Variant Private Wealth LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | Sep 19, 2024 (143 d) |
| Michael Capparelli | Variant Private Wealth LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Oct 28, 2019 | Dec 5, 2019 (38 d) |
| John Anson Calhoun | Variant Private Wealth LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 5, 2018 | Sep 26, 2018 |
| Ronald V Neblett | Variant Private Wealth LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2018 | Aug 20, 2018 |
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4 moves match.