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 Ouellette Wealth Advisory 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 |
|---|---|---|---|---|---|
| Paul Matthew Garozzo | Ouellette Wealth Advisory LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Jun 11, 2026 | Jul 15, 2026 (34 d) |
| Tatyana Karayeva | Ouellette Wealth Advisory LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2025 | Jul 23, 2025 (83 d) |
| Paul Louis Gaudio | Ouellette Wealth Advisory LLC independent RIA | Crestwood Advisors independent RIA | RIA to RIA | Sep 1, 2023 | Oct 26, 2023 (55 d) |
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3 moves match.