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 Primoris Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Justin Abbott Goodhue | Capitol Securities Management, Inc. independent RIA | Primoris Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 1, 2022 | May 2, 2022 |
| Gregory Michael Cecchini | Capital Analysts BD affiliated | Primoris Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2019 | Mar 17, 2022 (905 d) |
| Michael Roscoe | Barclay Breland Family Office independent RIA | Primoris Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 29, 2018 | Dec 9, 2025 (2659 d) |
| Berton Robert Brown | Merrimac Corporate Securities, Inc. unclassified | Primoris Wealth Advisors, LLC other | Other | Dec 31, 2012 | Oct 8, 2012 |
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4 moves match.