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 Cic 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.

AdvisorFromToTypeLeftRegistered
Ryan Bruce WibberleyCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Frank Chris CappadoraCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Brian M DavisCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Michael Brett FeinCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Daniel James PessagnoCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Sherman Malcolm EthridgeCic Wealth, LLC independent RIACapital Area Planning Group no RAUMRIA to a newly registered adviserDec 31, 2024Oct 17, 2024
Richard Stuart SebastianCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Dawn Priscilla WrightCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 10, 2024
Austin Lewis PearlCic Wealth, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIADec 31, 2024Oct 7, 2024
Desiree FisherCic Wealth, LLC independent RIAWealth More Enterprise, Inc. no RAUMOtherDec 31, 2024Aug 28, 2024
Carlos Emmanuel SalmonCic Wealth, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 17, 2023Dec 6, 2023
Kimberly Grace NickelCic Wealth, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 17, 2022Jul 1, 2022
James E RobertsCic Wealth, LLC independent RIAIntentional independent RIARIA to RIAMar 9, 2022Jan 1, 2026 (1394 d)
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13 moves match.