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 Access Wealth
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 |
|---|---|---|---|---|---|
| Levan Chubinishvili | Hennion & Walsh Asset Management, Inc. BD affiliated | Access Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2018 | Jul 18, 2018 |
| Darren Lawrence Zagarola | Donohue, Gironda & Doria, Cpa'S unclassified | Access Wealth other | Other | Dec 31, 2014 | Jul 17, 2006 |
| Jamahl Lodewyk Mahmood | Noah'S Ark Financial Planning, LLC unclassified | Access Wealth other | Other | Dec 31, 2010 | Jul 9, 2010 |
| Eleanore Kulakowski Szymanski | Eks Associates, LLC other | Access Wealth other | Other | Mar 31, 2008 | Jul 29, 2008 (120 d) |
| Lawrence Zagarola | Cohnreznick Wealth Management LLC state registered | Access Wealth independent RIA | Other | May 3, 2004 | Jan 1, 2026 (7913 d) |
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5 moves match.