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 Antolino Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jason Dean Burkholder | New Legacy Financial Group, LLC unclassified | Antolino Wealth Advisors independent RIA | Other | Aug 10, 2026 | Jun 24, 2026 |
| Axel Agami Contreras | Kestra Advisory Services, LLC BD affiliated | Antolino Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2024 | Jun 16, 2025 (294 d) |
| Nicholas Robert Bowden | Kestra Advisory Services, LLC BD affiliated | Antolino Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2021 | Mar 18, 2022 (238 d) |
| Brandon Michael Boychuk | Kestra Advisory Services, LLC BD affiliated | Antolino Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2020 | Sep 28, 2021 (572 d) |
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4 moves match.