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 Masterpiece Capital, 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 |
|---|---|---|---|---|---|
| Christopher James Manor | Masterpiece Capital, LLC independent RIA | Precision Fiduciary Partners, LLC institutional | Other | Feb 3, 2025 | Feb 24, 2025 |
| Michael Scott Garberich | Masterpiece Capital, LLC mixed wealth | Precision Fiduciary Partners, LLC institutional | Other | Jun 25, 2021 | Jul 27, 2021 (32 d) |
| Neil Christopher Guarniere | Masterpiece Capital, LLC mixed wealth | Lincoln Investment BD affiliated | RIA to affiliated broker-dealer or bank | Mar 11, 2020 | Jul 14, 2020 (125 d) |
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3 moves match.