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 Presidio Capital 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
Joseph Michael StellaPresidio Capital Management, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 9, 2026Nov 12, 2020
Francis Edwin EdsallPresidio Capital Management, LLC independent RIA10/28 Wealth Management LLC state registeredRIA to a state-registered adviserApr 30, 2026Jul 13, 2026 (74 d)
Liliya TchistiakPresidio Capital Management, LLC independent RIANilsine Partners, LLC independent RIARIA to RIAFeb 25, 2026Jun 23, 2026 (118 d)
Blake Frederick FeindelPresidio Capital Management, LLC independent RIADark Horse Advisors LLC independent RIARIA to RIAJul 10, 2024Jan 2, 2026 (541 d)
Jeffrey Douglas AndersonPresidio Capital Management, LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAFeb 21, 2023Feb 29, 2024 (373 d)
Lucas Alan JacobsonPresidio Capital Management, LLC independent RIAFirst Allied Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 20, 2021Jun 16, 2020
Jamie Michael LimaPresidio Capital Management, LLC independent RIAFirst Allied Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2020Feb 28, 2020
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7 moves match.