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 Moran 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.

AdvisorFromToTypeLeftRegistered
Adam Gabriel MastersonMoran Wealth Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2026Apr 29, 2026
Chelsea Rae GaneyMoran Wealth Management, LLC independent RIASummit Wealth Group independent RIARIA to RIAJan 8, 2026Feb 27, 2026 (50 d)
Trent Louis GrzegorczykMoran Wealth Management, LLC independent RIASavvy independent RIARIA to RIASep 17, 2025Oct 6, 2025
Mark Anthony MatosMoran Wealth Management, LLC independent RIAIc Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 15, 2023Nov 3, 2023 (49 d)
James PhelpsMoran Wealth Management, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 9, 2023Jul 5, 2023
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5 moves match.