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 Richmark Private Wealth Management
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 |
|---|---|---|---|---|---|
| Zachery Wawrzyniak Smith | Richmark Private Wealth Management state registered | Great Lakes Retirement Solutions, Inc. state registered | Other | Mar 23, 2023 | Sep 5, 2025 (897 d) |
| Suellen Carol Estes | Richmark Private Wealth Management state registered | Belpointe Asset Management LLC independent RIA | Other | Apr 7, 2022 | Nov 7, 2018 |
| Bradley Scott Montgomery | Richmark Private Wealth Management state registered | Belpointe Asset Management LLC independent RIA | Other | Apr 7, 2022 | Jul 18, 2018 |
| Mark Alan Vanvoorhees | Richmark Private Wealth Management state registered | Belpointe Asset Management LLC independent RIA | Other | Jan 31, 2020 | Jan 7, 2019 |
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4 moves match.