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 Truclarity Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anne B. Johnston | Truclarity Wealth Advisors independent RIA | Oneseven independent RIA | RIA to RIA | Dec 20, 2024 | Dec 2, 2025 (347 d) |
| Nathan David Stoker | Truclarity Wealth Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jan 26, 2024 | Jan 1, 2025 (341 d) |
| Nicholas James Murphy | Truclarity Wealth Advisors independent RIA | Counterweight Private Wealth no RAUM | RIA to a newly registered adviser | Oct 10, 2023 | Oct 12, 2023 |
| Steven Matthew Swierkowski | Truclarity Wealth Advisors independent RIA | Counterweight Private Wealth no RAUM | RIA to a newly registered adviser | Oct 10, 2023 | Oct 12, 2023 |
| Christine Diane Fusare | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Chad W Goodchild | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Jacob William Schlicht | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Corey M Ernisse | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Devyn Amber Little | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Danny Allizadeh | Truclarity Wealth Advisors independent RIA | Position Wealth independent RIA | RIA to RIA | May 2, 2023 | Mar 2, 2023 |
| Cary Seth Marger | Truclarity Wealth Advisors independent RIA | Position Wealth independent RIA | RIA to RIA | May 2, 2023 | Mar 3, 2023 |
| Matthew Samuel Chester | Truclarity Wealth Advisors independent RIA | Tableaux Wealth independent RIA | RIA to RIA | Nov 28, 2022 | Nov 10, 2022 |
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12 moves match.