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 Fairport Advisors, 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 |
|---|---|---|---|---|---|
| Stacy Carol Volpe | Transamerica Financial Advisors, LLC BD affiliated | Fairport Advisors, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 7, 2023 | Sep 30, 2025 (754 d) |
| Nella Zelensky | Miraberg Wealth LLC unclassified | Fairport Advisors, Inc. state registered | Other | Jul 13, 2023 | Apr 3, 2024 (265 d) |
| Jeffrey Alan Savelle | Temenos Advisory, Inc. independent RIA | Fairport Advisors, Inc. state registered | RIA to a state-registered adviser | Nov 30, 2018 | Aug 28, 2018 |
| Angela Maria Gomez | Swiss Allied Wealth Management, LLC unclassified | Fairport Advisors, Inc. state registered | Other | Dec 31, 2015 | Feb 10, 2017 (407 d) |
| Sara Hunter Hudson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairport Advisors, Inc. state registered | Wirehouse to a state-registered adviser | Feb 17, 2009 | Feb 10, 2011 (723 d) |
| Barry Eliot Giske | Investment Advisors International, Inc. unclassified | Fairport Advisors, Inc. state registered | Other | Nov 13, 2008 | Jan 17, 2012 (1160 d) |
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6 moves match.