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 Sentinel Asset 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 |
|---|---|---|---|---|---|
| James Patrick Craco | Sentinel Asset Management, LLC state registered | LPL Enterprise, LLC BD affiliated | Other | Jan 16, 2026 | Jan 23, 2026 |
| Birds Kyle Horton | Sentinel Asset Management, LLC state registered | Legacy Wealth Management Inc. independent RIA | Other | Jan 21, 2025 | Jun 11, 2025 (141 d) |
| Matthew Connelly Salem | Sentinel Asset Management, LLC state registered | Johnson Brunetti independent RIA | Other | Dec 10, 2024 | Dec 17, 2024 |
| Alexander Bernd Overkamp | Sentinel Asset Management, LLC state registered | Fiscal Wisdom Wealth Management LLC independent RIA | Other | Jan 17, 2024 | Oct 26, 2023 |
| Mark Lewis Kaufman | Sentinel Asset Management, LLC state registered | Park Avenue Securities LLC BD affiliated | Other | Dec 11, 2023 | Mar 12, 2024 (92 d) |
| Vincent Dedominicis | Sentinel Asset Management, LLC state registered | Accurate Wealth Management, LLC independent RIA | Other | Nov 3, 2023 | Nov 28, 2023 |
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6 moves match.