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 Mag Cap
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 |
|---|---|---|---|---|---|
| Steven Michael Cosentini | Mag Cap independent RIA | Dew Wealth Management independent RIA | RIA to RIA | Sep 26, 2025 | Oct 14, 2025 |
| Strawford Hale Dees | Mag Cap independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2024 | Nov 14, 2024 |
| Shawn Shyama Patt | Mag Cap independent RIA | Atala Financial Inc no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Jun 8, 2022 |
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3 moves match.