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 The Fairman Group, 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 |
|---|---|---|---|---|---|
| Matthew Snyder | Pruco Securities, LLC BD affiliated | The Fairman Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2024 | Apr 30, 2024 |
| Mary Dal Nogare | Mycio Wealth Partners, LLC independent RIA | The Fairman Group, LLC independent RIA | RIA to RIA | Jan 16, 2024 | Jan 20, 2026 (735 d) |
| Samantha Lee Lavrich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | The Fairman Group, LLC independent RIA | Wirehouse to independent RIA | Sep 17, 2021 | Mar 29, 2022 (193 d) |
| Patrick Randall Gorgonzola | Vanguard Advisers, Inc. other | The Fairman Group, LLC other | Other | Sep 15, 2016 | Nov 18, 2016 (64 d) |
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4 moves match.