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 Central Wealth Management 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 |
|---|---|---|---|---|---|
| Eric Allen Heiting | Central Wealth Management LLC independent RIA | Pmmsf Partners, LLC state registered | RIA to a state-registered adviser | Sep 10, 2025 | Aug 19, 2020 |
| Patrick Thomas Lonergan | Central Wealth Management LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Jun 3, 2022 | Mar 14, 2022 |
| Carey Yeary Hilburn | Central Wealth Management LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Jun 3, 2022 | Mar 14, 2022 |
| Jeffrey Edward Socha | Central Wealth Management LLC independent RIA | Entrewealth independent RIA | RIA to RIA | Feb 2, 2022 | Dec 14, 2021 |
| Katheryn Marie Lindquist | Central Wealth Management LLC independent RIA | T. Anton Investment House, Inc. independent RIA | RIA to RIA | Feb 19, 2021 | May 11, 2021 (81 d) |
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5 moves match.