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 Costello Asset Management, 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 |
|---|---|---|---|---|---|
| Colton Inglis Growney | Focus Partners Wealth, LLC independent RIA | Costello Asset Management, Inc. independent RIA | RIA to RIA | Oct 2, 2025 | Oct 21, 2025 |
| Jacob Abram Salzmann | The Wire Fun unclassified | Costello Asset Management, Inc. independent RIA | Other | Jan 24, 2025 | Jan 27, 2025 |
| Mitchell Brad Pinheiro | B Riley Wealth Management other | Costello Asset Management, Inc. other | Other | May 16, 2017 | May 24, 2017 |
| Lisa Anne Broome | United Capital Financial Advisors other | Costello Asset Management, Inc. other | Other | Nov 20, 2012 | May 7, 2013 (168 d) |
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4 moves match.