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 Abbey Street
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 |
|---|---|---|---|---|---|
| Blake Brian Faust | Abbey Street independent RIA | Boulay Wealth independent RIA | RIA to RIA | Apr 10, 2026 | May 4, 2026 |
| Nicholas John Famularo | Abbey Street independent RIA | Vermillion Wealth Management Inc. independent RIA | RIA to RIA | Feb 17, 2025 | Aug 11, 2025 (175 d) |
| Kyle Rocklyn Girard | Abbey Street no RAUM | Gallagher Fiduciary Advisors, LLC institutional | Other | Mar 17, 2020 | Apr 21, 2022 (765 d) |
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3 moves match.