DFX Intelligence
Advisor moves
Departures from Romano 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 |
|---|---|---|---|---|---|
| Osman Arain | Romano Wealth Management independent RIA | Evansbrook Capital Management independent RIA | RIA to RIA | Oct 3, 2023 | Oct 2, 2023 |
| Nicole Kuznia Kustok | Romano Wealth Management independent RIA | Evansbrook Capital Management independent RIA | RIA to RIA | Oct 3, 2023 | Oct 2, 2023 |
| David Gregg Davenport | Romano Wealth Management other | LPL Financial LLC other | Other | May 29, 2012 | May 29, 2012 |
| Jac Allen Cerney | Romano Wealth Management other | Jac Wealth Management Services, LLC state registered | Other | Dec 21, 2009 | Jan 20, 2026 (5874 d) |
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4 moves match.