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 Welch & Forbes 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 |
|---|---|---|---|---|---|
| Bryan John Ciborowski | Focus Partners Wealth, LLC independent RIA | Welch & Forbes LLC independent RIA | RIA to RIA | May 20, 2025 | Jul 21, 2025 (62 d) |
| Matthew Wood Johnson | Blackrock Investment Management, LLC other | Welch & Forbes LLC independent RIA | Other | May 15, 2025 | Jun 26, 2025 (42 d) |
| Kelley Roche Ellis | Prio Wealth LP independent RIA | Welch & Forbes LLC independent RIA | RIA to RIA | Sep 26, 2022 | May 22, 2024 (604 d) |
| Justin T Wolstenholme | Svb Wealth independent RIA | Welch & Forbes LLC independent RIA | RIA to RIA | Jul 29, 2020 | Jun 9, 2026 (2141 d) |
| Amy Sou Qiu | Reynders, Mcveigh Capital Management, LLC independent RIA | Welch & Forbes LLC independent RIA | RIA to RIA | Mar 28, 2019 | May 7, 2019 (40 d) |
| Naomi Theresa D'Alessandro | Edward Jones national BD | Welch & Forbes LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 24, 2010 | Nov 6, 2024 (5280 d) |
Page 1 of 1
6 moves match.