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 Catalyst 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Robert Blackburn | Catalyst Wealth Management LLC independent RIA | Mckinney Capital Management independent RIA | RIA to RIA | Jul 23, 2026 | Aug 6, 2026 |
| Ethan David Cobb | Catalyst Wealth Management LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | May 26, 2026 | Jun 17, 2026 |
| Nicholas Joseph Ventura | Catalyst Wealth Management LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2026 | May 21, 2026 (55 d) |
| Theodore Joseph Haggerty | Catalyst Wealth Management LLC independent RIA | Prospect Financial Services LLC independent RIA | RIA to RIA | Nov 21, 2024 | Jul 3, 2025 (224 d) |
| Michael D. Nguyen | Catalyst Wealth Management LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 19, 2024 | Feb 4, 2025 (77 d) |
| Korosh Ataei | Catalyst Wealth Management LLC independent RIA | Ip Financial Advisory Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2024 | Nov 12, 2024 |
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6 moves match.