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 Range Advisory, 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
Nina DoehrmanRange Advisory, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 14, 2026Aug 19, 2026
Jack Ryan KornutikRange Advisory, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAAug 28, 2026Sep 14, 2026
Emily Louise DarosaRange Advisory, LLC independent RIASeven Mile Advisory LLC independent RIARIA to RIAJul 8, 2026Jul 17, 2026
Joseph Lewis PowandaRange Advisory, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 19, 2026Jul 20, 2026 (31 d)
Ryan KlemmRange Advisory, LLC independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 23, 2026Apr 2, 2026
Giovanni TisoRange Advisory, LLC independent RIATitan independent RIARIA to RIAJan 23, 2026Feb 3, 2026
Jewels Agustin OliquianoRange Advisory, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 20, 2025Feb 2, 2026 (105 d)
Robert John GlotfeltyRange Advisory, LLC independent RIABetterment independent RIARIA to RIAAug 4, 2025Aug 25, 2025
Joshua David MorrisRange Advisory, LLC independent RIAIdeal Financial Planning state registeredRIA to a state-registered adviserAug 4, 2025Nov 21, 2025 (109 d)
Brooklyn GormlyRange Advisory, LLC independent RIAUmb Private Wealth Management, LLC asset managerOtherAug 4, 2025May 11, 2026 (280 d)
Kirstyn Leigh SimonRange Advisory, LLC independent RIAFi3 Financial Advisors, LLC independent RIARIA to RIAAug 4, 2025Sep 26, 2025 (53 d)
Mark Allen StancatoRange Advisory, LLC independent RIAVip Wealth Advisors independent RIARIA to RIAMay 23, 2025May 27, 2025
Bradford Clayton JeterRange Advisory, LLC independent RIAMma Securities LLC no RAUMOtherNov 7, 2024Jan 31, 2025 (85 d)
Cassidy MurphyRange Advisory, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 21, 2024Aug 28, 2024
Graham Patterson VersawRange Advisory, LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherApr 24, 2023Jun 22, 2023 (59 d)
Mark A CecchiniRange Advisory, LLC no RAUMCompound Advisers, Inc. independent RIAOtherSep 26, 2022Dec 13, 2022 (78 d)
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16 moves match.