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 Dcm 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 |
|---|---|---|---|---|---|
| Mei Wang Davidson | Sb Advisory, LLC independent RIA | Dcm Advisors, LLC other | Other | Oct 9, 2024 | Jun 13, 2025 (247 d) |
| Thomas Peter Schneider | Ascent Systematic Advisors LLC state registered | Dcm Advisors, LLC other | Other | Sep 16, 2024 | Sep 11, 2026 (725 d) |
| Denis Patrick O'Leary | Morgan Stanley wirehouse | Dcm Advisors, LLC mixed wealth | Wirehouse to independent RIA | May 2, 2018 | May 9, 2018 |
| William Paul Gamello | Etico Wealth Management LLC other | Dcm Advisors, LLC mixed wealth | Other | Jan 24, 2018 | Apr 25, 2018 (91 d) |
| Manuel Nmn Choy | Etico Wealth Management LLC other | Dcm Advisors, LLC mixed wealth | Other | Jan 24, 2018 | Apr 27, 2018 (93 d) |
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5 moves match.