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 Dinuzzo Private Wealth, Inc.
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 |
|---|---|---|---|---|---|
| Jennifer Beth Reddinger | Wealthcare Capital Management LLC independent RIA | Dinuzzo Private Wealth, Inc. independent RIA | RIA to RIA | Apr 2, 2019 | Apr 8, 2019 |
| Robert Francis Graham | Pnc Wealth Management other | Dinuzzo Private Wealth, Inc. other | Other | Jun 20, 2016 | Jun 27, 2016 |
| Gregory T Bricker | Select Financial Group, LLC other | Dinuzzo Private Wealth, Inc. other | Other | Nov 13, 2015 | Dec 18, 2015 (35 d) |
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3 moves match.