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
Arrivals at Burt Wealth Advisors
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 |
|---|---|---|---|---|---|
| Pranali Pai Fortini | Brighton Jones LLC independent RIA | Burt Wealth Advisors independent RIA | RIA to RIA | Jun 5, 2023 | Jul 25, 2024 (416 d) |
| Deanna Carole Tomasetti | Mckinley Carter Wealth Services, Inc. independent RIA | Burt Wealth Advisors other | Other | May 22, 2018 | Mar 9, 2018 |
| Beth K Venit | Wells Fargo Advisors wirehouse | Burt Wealth Advisors other | Other | Sep 28, 2015 | Sep 21, 2015 |
| Todd Daniel Growney | Charles Schwab & Co., Inc. national BD | Burt Wealth Advisors other | Other | Oct 28, 2004 | Dec 11, 2009 (1870 d) |
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4 moves match.