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 Singer Wealth Advisors 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 |
|---|---|---|---|---|---|
| Leah Trietiak | Singer Wealth Advisors LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 24, 2025 | Nov 14, 2025 |
| Nicholas Daniel Castellano | Singer Wealth Advisors LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Apr 29, 2025 (41 d) |
| Brandon Scott Judas | Singer Wealth Advisors LLC independent RIA | Neil Jesani Wealth Management independent RIA | RIA to RIA | Nov 1, 2024 | Nov 7, 2024 |
| Ariel Emanuel Moyano | Singer Wealth Advisors LLC independent RIA | Legacy Wealth Management, LLC independent RIA | RIA to RIA | Jun 24, 2024 | May 27, 2025 (337 d) |
| Michael Robert Godeanu | Singer Wealth Advisors LLC independent RIA | Luxe Capital Management Inc. state registered | RIA to a state-registered adviser | Jun 2, 2023 | Jun 30, 2025 (759 d) |
| Dylan Clyde Smith | Singer Wealth Advisors LLC independent RIA | Kanen Wealth Management LLC mixed wealth | RIA to RIA | Jan 26, 2023 | Mar 29, 2023 (62 d) |
| Andrew J Constantinides | Singer Wealth Advisors LLC independent RIA | Neil Jesani Wealth Management independent RIA | RIA to RIA | Jun 1, 2022 | Aug 29, 2022 (89 d) |
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7 moves match.