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 Fragasso Financial 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.

AdvisorFromToTypeLeftRegistered
Brent Rhudy SutherlandQ3 Advisors, LLC no RAUMFragasso Financial Advisors independent RIAOtherMar 25, 2025Jun 24, 2025 (91 d)
Bernard Elwood CarterHapanowicz Financial independent RIAFragasso Financial Advisors independent RIARIA to RIAJan 29, 2025Jun 24, 2025 (146 d)
Nicholas R. RedshawHefren-Tillotson, Inc. independent RIAFragasso Financial Advisors independent RIARIA to RIAApr 5, 2022Apr 12, 2022
Chris Joseph RoeWaldron Private Wealth independent RIAFragasso Financial Advisors otherOtherJan 24, 2022Jun 7, 2005
Serhiy ZayatsRootstock Advisors independent RIAFragasso Financial Advisors independent RIARIA to RIAJul 10, 2020Jul 21, 2021 (376 d)
Paul MehnoEquitable Advisors, LLC national BDFragasso Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2018Nov 20, 2018
Rachel WeaverLPL Financial LLC independent RIAFragasso Financial Advisors otherOtherAug 3, 2018Nov 18, 2016
William Edward WolfeLPL Financial LLC independent RIAFragasso Financial Advisors otherOtherJul 20, 2018Nov 4, 2010
Andrew David SilverPnc Wealth Management otherFragasso Financial Advisors otherOtherJul 5, 2017Jul 18, 2017
Andrew R MaddenPnc Wealth Management otherFragasso Financial Advisors otherOtherApr 26, 2017May 16, 2017
Mallory Kate LabikYanni & Associates Investment Advisors, LLC independent RIAFragasso Financial Advisors otherOtherSep 29, 2016Oct 28, 2016
Kerry A KellyOsaic Institutions, Inc. otherFragasso Financial Advisors otherOtherSep 28, 2016Jun 1, 2017 (246 d)
Bryan Michael ReftPnc Wealth Management otherFragasso Financial Advisors otherOtherSep 16, 2016Nov 4, 2016 (49 d)
Brandon Xavier SchwanLPL Financial LLC otherFragasso Financial Advisors otherOtherMar 3, 2016May 31, 2013
Brianne Dorothy KingLPL Financial LLC otherFragasso Financial Advisors otherOtherOct 28, 2015Nov 4, 2010
Robert James YelenovskyWaddell & Reed otherFragasso Financial Advisors otherOtherMay 29, 2014Jan 29, 2015 (245 d)
Charles Anthony MattiucciLPL Financial LLC otherFragasso Financial Advisors otherOtherJan 23, 2014Mar 26, 2014 (62 d)
Daniel James DingusLPL Financial LLC otherFragasso Financial Advisors otherOtherDec 4, 2013Nov 15, 2010
Cary Lee BeachLPL Financial LLC otherFragasso Financial Advisors otherOtherJul 10, 2013Sep 3, 2012
Liliann MoserLPL Financial LLC otherFragasso Financial Advisors otherOtherMar 27, 2013Oct 13, 2008
Bryan David HooverLPL Financial LLC otherFragasso Financial Advisors otherOtherMar 27, 2013Aug 24, 2010
John Joseph WaldronLPL Financial LLC otherFragasso Financial Advisors otherOtherMar 12, 2013Jan 29, 2003
Steven John MrozekMid Atlantic Financial Management, Inc. otherFragasso Financial Advisors otherOtherFeb 1, 2013Feb 11, 2013
Jeffrey George WaldronWaldron Private Wealth otherFragasso Financial Advisors otherOtherJun 21, 2010Jun 7, 2005
Ted William DrostOsaic Wealth, Inc. otherFragasso Financial Advisors otherOtherNov 3, 2008Sep 22, 2015 (2514 d)
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25 moves match.