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 D'Orazio Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benjamin Richard Corson | Hemington Wealth Management independent RIA | D'Orazio Wealth Advisors independent RIA | RIA to RIA | Apr 14, 2023 | Apr 24, 2023 |
| Jeremy Lynn Meek | West Financial Services, Inc. other | D'Orazio Wealth Advisors other | Other | Aug 14, 2014 | Aug 18, 2014 |
| Andrew Todd Eskelsen | West Financial Services, Inc. other | D'Orazio Wealth Advisors independent RIA | Other | Aug 12, 2014 | Oct 20, 2020 (2261 d) |
| Christopher Anthony Schipske | Prostatis Financial Advisors Group independent RIA | D'Orazio Wealth Advisors other | Other | Dec 31, 2005 | Feb 7, 2006 (38 d) |
| Jennifer Durrette Vanlandingham | Rembert Pendleton Jackson other | D'Orazio Wealth Advisors other | Other | Jan 6, 2005 | Jan 6, 2005 |
| Joseph Anthony Dorazio | Rembert Pendleton Jackson other | D'Orazio Wealth Advisors other | Other | Dec 13, 2004 | Dec 13, 2004 |
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6 moves match.