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 Portside Wealth Group, 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 |
|---|---|---|---|---|---|
| James R Newman | Portside Wealth Group, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jul 1, 2026 | Jul 24, 2026 |
| Michelle Lea Phillips | Portside Wealth Group, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 21, 2024 | Jun 17, 2024 (88 d) |
| Richard Derek Brady | Portside Wealth Group, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Feb 5, 2024 | Feb 8, 2024 |
| Nathan Leroy Rosell | Portside Wealth Group, LLC independent RIA | The Norden Group LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 3, 2024 |
| Rachelle Dillingham | Portside Wealth Group, LLC independent RIA | The Norden Group LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 8, 2024 |
| Lynn Blair Thurgood | Portside Wealth Group, LLC independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 27, 2023 | Nov 28, 2023 |
| Gael Aaron Perez Rivera | Portside Wealth Group, LLC independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 27, 2023 | Nov 29, 2023 |
| Clark Gage Kemsley | Portside Wealth Group, LLC independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Nov 27, 2023 | Feb 5, 2024 (70 d) |
| Brandon Alexander Thurgood | Portside Wealth Group, LLC independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 27, 2023 | Nov 28, 2023 |
| Kyrie Elizabeth Greathouse | Portside Wealth Group, LLC independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 27, 2023 | Dec 6, 2023 |
| Douglas Mac Langford | Portside Wealth Group, LLC independent RIA | Simplicity Wealth independent RIA | RIA to RIA | Oct 5, 2023 | Oct 6, 2023 |
| Lindsey Ann Kemsley | Portside Wealth Group, LLC independent RIA | Buck Wealth Strategies, LLC independent RIA | RIA to RIA | Sep 25, 2023 | Oct 30, 2023 (35 d) |
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12 moves match.