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 Riversedge Advisors

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
Bryan Daniel DalesandroRiversedge Advisors independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAJul 16, 2026Jul 18, 2026
Mark Andrew RossiRiversedge Advisors independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAApr 25, 2025Apr 29, 2025
Jason Ryan SalmonRiversedge Advisors independent RIAHaverford Financial Services, Inc. asset managerOtherFeb 28, 2025Feb 27, 2025
Gary Paul DiegertRiversedge Advisors independent RIARossby Financial, LLC independent RIARIA to RIADec 23, 2024Dec 11, 2024
Sean DebarberieRiversedge Advisors independent RIAThrive Capital Management, LLC independent RIARIA to RIAJul 8, 2024Aug 7, 2024
Gregory Roy JohnsonRiversedge Advisors independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankApr 15, 2024May 2, 2024
Michael A LevyRiversedge Advisors independent RIAClark Asset Management, LLC independent RIARIA to RIAAug 4, 2023Aug 28, 2023
Page 1 of 1
7 moves match.