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 Altium Wealth Management
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 |
|---|---|---|---|---|---|
| Paul Vincent Bucci | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Jeffrey Bart Perlmutter | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Anthony Destefano | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| James Giangrande | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| David Siegel | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Gregory Slater | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Mitchell Scott Brill | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| James John Dowling | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Conor Ryan | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Scott Tasch | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Courtney Ingraham | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Todd Stewart Levy | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Charles Paksi | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Ryan Darmofal | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Brennian Antell | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Adam Nalewajek | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Anthony Croce | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Michael Buonassisi | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Dylan Curran | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Jeffrey Wu | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Tyler Bisack | Altium Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Apr 21, 2023 |
| Michael Anthony Cirone | Altium Wealth Management independent RIA | Trivium Point Advisory, LLC independent RIA | RIA to RIA | Jan 17, 2023 | May 23, 2025 (857 d) |
Page 1 of 1
22 moves match.