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 Connectus Wealth

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
Lawrence Jay BrottmanConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Jay Paul SchumanConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Daniel Oscar LopezConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 14, 2024
Christina Lynn GarlandConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Gregory Robert BrittonConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Julie Christine ColucciConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 10, 2024
Jennifer Danae RyanConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Roger A. AlbrechtConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 4, 2024
Matthew Cullen CheneyConnectus Wealth independent RIAComposition Wealth, LLC independent RIARIA to RIAJul 25, 2024Jan 1, 2025 (160 d)
Rachel E. SokaConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Brian S GlickConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 4, 2024
John Edward AdamczykConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Brian Christopher PirriConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
John Peter RouthierConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Mark Lawrence SagenConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Frank MentoneConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 15, 2024
Stavros Elias RizakosConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Christopher James WildeConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 10, 2024
Michelle Elizabeth GuarinoConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 3, 2024
Louis FoxwellConnectus Wealth independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 25, 2024Jun 4, 2024
Suzanne Marie BeczakConnectus Wealth independent RIAGraypoint LLC independent RIARIA to RIAApr 19, 2024May 9, 2024
Harold James KirkpatrickConnectus Wealth independent RIAProcyon mixed wealthRIA to RIAJan 30, 2024Feb 7, 2024
Evan KanarekConnectus Wealth independent RIACalamos Wealth Management LLC independent RIARIA to RIAJun 27, 2023Jun 30, 2023
Benjamin Mark PhillipsConnectus Wealth independent RIATanager Wealth Management independent RIARIA to RIAMay 24, 2023Jan 13, 2026 (965 d)
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24 moves match.