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 Aurelius Family Office, 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 |
|---|---|---|---|---|---|
| Melissa A Geracimos | Aurelius Family Office, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2026 | Sep 4, 2026 (59 d) |
| Timothy Peter Marcinek | Aurelius Family Office, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2023 | Apr 13, 2023 |
| Robert Richard Cordeau | Aurelius Family Office, LLC no RAUM | Mclean Asset Management Corp. independent RIA | Other | Jan 3, 2023 | Jan 3, 2023 |
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3 moves match.