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 Perigon Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Eli CohenEquitable Advisors, LLC national BDPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2025Mar 23, 2026 (91 d)
Jeffrey Lewis GittermanGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Nov 26, 2025
Elias Stuart RauchGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Jennifer Anne EasleyGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 6, 2025
Kenneth Michael QuarnaccioGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Ira Scott GoldbergGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Edward Carl HoffmanGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 3, 2025
Jason Paul CondonGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 3, 2025
Caitlin Mary Louisa PilisukMkt Advisors LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJul 30, 2025Sep 4, 2025 (36 d)
Denise S LeeMarrick Wealth independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 30, 2025Jul 14, 2025
Jason FidererMorgan Stanley wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIAJun 12, 2025Jun 5, 2025
Jessica Nicole PeabodyAshton Thomas Private Wealth independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 8, 2025Jun 12, 2025 (35 d)
Jeremy D KovacsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIAApr 28, 2025Apr 25, 2025
Erica Irene GrahamBolton Global Asset Management mixed wealthPerigon Wealth Management, LLC independent RIARIA to RIAApr 3, 2025May 15, 2025 (42 d)
Trever John BraunbergerCurtis Wealth Management LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 3, 2025Apr 14, 2025 (101 d)
Benjamin L CovarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIADec 17, 2024Jan 16, 2025
Robert William HarriganUBS Financial Services Inc. wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIAOct 24, 2024Oct 18, 2024
Evan HarriganUBS Financial Services Inc. wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIAOct 24, 2024Oct 18, 2024
Marcelina Marie Castel De OroCentaurus Financial, Inc. BD affiliatedPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2024Apr 7, 2025 (206 d)
Stephanie Lisa HayesCommonwealth Financial Network national BDPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2024Jun 21, 2024
Daniel Gerard GwizdakCommonwealth Financial Network national BDPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2024Jun 21, 2024
Michael Lee KrumholzPrudeo Partners, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 17, 2024Feb 5, 2024
Sheila Elizabeth LittlePrudeo Partners, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 17, 2024Feb 12, 2024
Stephen Dean SwiftBlue Water Capital Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 29, 2024Jan 3, 2024
John Andrew PaganelliBlue Water Capital Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 29, 2024Jan 3, 2024
Thomas William BrownBlue Water Capital Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 29, 2024Jan 3, 2024
Sandra Marie KerrLumin Financial, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 21, 2024Dec 14, 2023
Victor Hayes HicksLumin Financial, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 21, 2024Dec 14, 2023
Rhoda Vashti WoodsLumin Financial, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 21, 2024Mar 4, 2024
Trevin Lamont EppsWealth Advisors, Inc. independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAFeb 16, 2024Jan 2, 2026 (686 d)
Timothy James KaiserWealth Advisors, Inc. independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAFeb 16, 2024Nov 17, 2023
Kristina Schurrath ReganCarlson Investments independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 16, 2024Aug 14, 2024 (211 d)
Ronald Peter OphetveldDba Seaside Financial & Insurance Services independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 5, 2024Nov 29, 2023
Gregory Fred WendtStakeholders Capital independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 30, 2023Mar 14, 2023
Andrew Mark/Nicholas BellakStakeholders Capital independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 30, 2023Mar 27, 2023
Maria Pisoni DaleyChoreo, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 15, 2023Apr 6, 2026 (1026 d)
Bryce Ryan BrownBurleson & Company, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 31, 2023Jan 30, 2023
Viviana Alexis MattosBurleson & Company, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 31, 2023Feb 19, 2023
Matthew Tyler TorkelsonBurleson & Company, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 31, 2023Jan 1, 2025 (581 d)
Gregory D ThomasBurleson & Company, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 31, 2023Feb 17, 2023
Douglas James WheatUnited Capital Financial Advisors BD affiliatedPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 19, 2023
Arthur Fredric GreenCognizant Wealth Advisors independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 3, 2023Feb 1, 2023
Sheetal Shyam BagdeCognizant Wealth Advisors independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMar 3, 2023Feb 1, 2023
Michael Robert LombardoNauset Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 13, 2023Nov 15, 2022
David J BauerNauset Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJan 13, 2023Nov 15, 2022
Marc Adam SpechtPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 31, 2022Nov 15, 2022
Mark Joel AckermanPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Apr 17, 2023 (119 d)
Steven BernknopfPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Nov 15, 2022
Thomas Joseph HaggertyPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Nov 16, 2022
James Riley WeikartPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Nov 16, 2022
Shelley Diane MartinPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Mar 9, 2023 (80 d)
Steven Lee TopalPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Dec 22, 2022
Gabe Michael WoloskyPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Dec 22, 2022
Edmond SukalicPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Nov 15, 2022
Joseph Nm RustPm Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 19, 2022Dec 22, 2022
Yang LiangWells Fargo Advisors wirehousePerigon Wealth Management, LLC independent RIAWirehouse to independent RIAOct 18, 2022Jan 22, 2025 (827 d)
Rafia Khushbakht HasanWipfli Financial Advisors, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAOct 4, 2022Jul 18, 2023 (287 d)
Thomas Mahone TollesonCatalyst Wealth Management independent RIAPerigon Wealth Management, LLC independent RIARIA to RIASep 30, 2022Oct 3, 2022
Branden RandallFidelity Personal And Workplace Advisors BD affiliatedPerigon Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2022Oct 14, 2024 (759 d)
Nigel James Field PierceTellone Management Group Inc independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 29, 2022Jan 5, 2023 (190 d)
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107 moves match.