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 Accurate 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.

AdvisorFromToTypeLeftRegistered
Patricia Morgenthal BreezeAccurate Wealth Management, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMar 16, 2026Mar 16, 2026
Alexander Joseph BlackstoneAccurate Wealth Management, LLC independent RIAPortfoliolab state registeredRIA to a state-registered adviserDec 31, 2025Feb 20, 2026 (51 d)
James Paul BallAccurate Wealth Management, LLC independent RIASimplicity Wealth mixed wealthRIA to RIAOct 31, 2025Nov 12, 2025
Vincent DedominicisAccurate Wealth Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJun 16, 2025Jul 22, 2025 (36 d)
Silas WieczorekAccurate Wealth Management, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJul 9, 2024Jun 5, 2025 (331 d)
Jon R LeeAccurate Wealth Management, LLC independent RIATactive Advisors, LLC mixed wealthRIA to RIASep 7, 2022Jan 23, 2025 (869 d)
John HelmsAccurate Wealth Management, LLC independent RIASarasota Capital Strategies,Inc. otherOtherMar 16, 2022Jul 3, 2025 (1205 d)
Julie Rae AbramsAccurate Wealth Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMay 12, 2020Aug 25, 2020 (105 d)
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8 moves match.