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 Snyder Wealth Group
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 Andrew Passaro | Long Island Financial Advisors, Inc. independent RIA | Snyder Wealth Group independent RIA | RIA to RIA | Dec 31, 2021 | Nov 18, 2021 |
| Raymond Vincent Passaro | Long Island Financial Advisors, Inc. independent RIA | Snyder Wealth Group independent RIA | RIA to RIA | Dec 31, 2021 | Nov 18, 2021 |
| Barry Alan Phillips | Long Island Financial Advisors, Inc. independent RIA | Snyder Wealth Group independent RIA | RIA to RIA | Dec 31, 2021 | Nov 18, 2021 |
| Edward Secker | Long Island Financial Advisors, Inc. independent RIA | Snyder Wealth Group independent RIA | RIA to RIA | Dec 31, 2021 | Nov 18, 2021 |
| Alan Irwin Tanenblatt | Long Island Financial Advisors, Inc. independent RIA | Snyder Wealth Group independent RIA | RIA to RIA | Dec 31, 2021 | Nov 19, 2021 |
| Eric Ross Taitz | Morgan Stanley & Co. LLC unclassified | Snyder Wealth Group independent RIA | Other | Jul 9, 2008 | Sep 9, 2021 (4810 d) |
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6 moves match.