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 Omni 360 Wealth, 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 |
|---|---|---|---|---|---|
| Ronald Edward Mcintire | Merit Financial Advisors independent RIA | Omni 360 Wealth, Inc. independent RIA | RIA to RIA | Feb 7, 2025 | May 5, 2025 (87 d) |
| Frank Alfredo Fernandez | Weingarten Associates, L.L.C. independent RIA | Omni 360 Wealth, Inc. independent RIA | RIA to RIA | May 14, 2024 | May 14, 2024 |
| Neel Girish Shah | Beacon Wealth Solutions LLC unclassified | Omni 360 Wealth, Inc. independent RIA | Other | Jan 3, 2024 | Nov 24, 2023 |
| Bryan Paul Katz | Northwestern Mutual Investment Services,LLC no RAUM | Omni 360 Wealth, Inc. independent RIA | Other | Sep 10, 2018 | Sep 5, 2018 |
| James Gregory Colitsas | Raymond James Financial Services Advisors, Inc other | Omni 360 Wealth, Inc. independent RIA | Other | Dec 17, 2012 | Jan 11, 2013 |
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5 moves match.