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 Abich Financial Wealth 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 |
|---|---|---|---|---|---|
| William Alexander Moir | Abich Financial Wealth Management, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Mar 31, 2026 (60 d) |
| Patrick John Volk | Abich Financial Wealth Management, LLC independent RIA | Oneseven independent RIA | RIA to RIA | Aug 28, 2024 | Nov 18, 2024 (82 d) |
| Ruben Gonzalo Devia Arbanil | Abich Financial Wealth Management, LLC independent RIA | Wealthcare Capital Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 20, 2024 | Jul 23, 2024 |
| Eian Lomash | Abich Financial Wealth Management, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Apr 8, 2024 | Apr 4, 2024 |
| Birds Kyle Horton | Abich Financial Wealth Management, LLC independent RIA | Sentinel Asset Management, LLC state registered | RIA to a state-registered adviser | Feb 23, 2024 | Jun 18, 2024 (116 d) |
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5 moves match.