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 Centura Wealth Advisory

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
Daniel Paul StolfaCentura Wealth Advisory independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 26, 2026Jun 29, 2026
Benjamin Michael WeinbergCentura Wealth Advisory independent RIACorient independent RIARIA to RIAMar 2, 2026Mar 10, 2026
Christopher Edward OsmondCentura Wealth Advisory independent RIAFifth Third Wealth Advisors LLC mixed wealthRIA to RIAJul 21, 2025Jul 29, 2025
Cody Michael NighCentura Wealth Advisory independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMay 5, 2025May 15, 2025
Michael William TsoukatosCentura Wealth Advisory independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2025Sep 12, 2025 (196 d)
Gregory W KlipsteinCentura Wealth Advisory independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankFeb 18, 2025Apr 23, 2025 (64 d)
Benjamin Ryan GottliebCentura Wealth Advisory independent RIALido independent RIARIA to RIADec 18, 2024May 21, 2025 (154 d)
Tigran Hovhannes MuradyanCentura Wealth Advisory independent RIASei Investments Management Corp otherOtherAug 27, 2024Oct 9, 2024 (43 d)
Nathan Robert TruaxCentura Wealth Advisory independent RIAD.A. Davidson & Co. independent RIARIA to RIAJul 26, 2024Sep 4, 2024 (40 d)
Brett Gregory HughesCentura Wealth Advisory independent RIAEp Wealth Advisors independent RIARIA to RIAMay 3, 2024Dec 15, 2025 (591 d)
Jonathan Yuri FreemanCentura Wealth Advisory independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAMay 2, 2024Apr 29, 2024
Seth Ariel MeislerCentura Wealth Advisory independent RIAProsperity Capital Advisors independent RIARIA to RIAJan 2, 2024Dec 26, 2023
Neva BradleyCentura Wealth Advisory independent RIAThe Retirement Group, LLC independent RIARIA to RIAFeb 10, 2023Apr 4, 2023 (53 d)
David Joseph CarianiCentura Wealth Advisory independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2023Jan 1, 2025 (708 d)
Sait A SaraciCentura Wealth Advisory independent RIAEp Wealth Advisors independent RIARIA to RIADec 7, 2021Apr 11, 2023 (490 d)
Blake Frederick FeindelCentura Wealth Advisory independent RIAPresidio Capital Management, LLC independent RIARIA to RIAJan 2, 2020May 24, 2021 (508 d)
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16 moves match.