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 Benchmark Advisory Services, 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
Tyler Thomas BashawBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIADec 31, 2022Jul 30, 2021
Ashley Jo WebbBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIADec 31, 2022Jan 20, 2021
Scott RothbortBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJul 13, 2022Oct 29, 2021
Michael Haskel NessimBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJul 13, 2022Apr 7, 2021
David Jaindl MartinBenchmark Advisory Services, LLC independent RIAXton Financial LLC unclassifiedOtherJul 13, 2022Mar 31, 2022
David SalinasBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJun 6, 2022Jun 6, 2022
Stephen M DigennaroBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAMar 14, 2022Mar 10, 2022
Bradley Seth MayerBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAFeb 28, 2022Mar 4, 2022
Christopher Thomas DoyleBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 25, 2022Jan 26, 2022
Debinder DeshmukhBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 14, 2022Jan 14, 2022
Henry Joseph O'BrienBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 12, 2022Jan 14, 2022
Dominick Vincent PullanoBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Barry WaxlerBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Thomas Edwards GrimmBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Matthew J NielsenBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Rikin Kaushik PatelBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 5, 2022
Daniel Gardner ConverseBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Michael MuratoreBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Kalyan KaviliBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Logan Brooks LowreyBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 4, 2022
John Jason FerneauBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Anthony Albert NardiBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Thomas MelburnBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 5, 2022
John LoefflerBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Cynthia A PulverBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIADec 23, 2021Dec 24, 2021
Derrick Salvador AvelarBenchmark Advisory Services, LLC independent RIAKingswood Wealth Advisors, LLC independent RIARIA to RIAAug 18, 2021Aug 18, 2021
Michael Joseph GartonBenchmark Advisory Services, LLC independent RIAAdvantage Investment Management independent RIARIA to RIAJul 8, 2021Feb 6, 2025 (1309 d)
Christopher John KriakBenchmark Advisory Services, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2021May 19, 2021
Richard Mark BassBenchmark Advisory Services, LLC independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 6, 2020Apr 26, 2021 (385 d)
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29 moves match.