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 Unified 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
Michael Eugene Di LorenzoPrivate Portfolio Partners, LLC otherUnified Wealth Management, LLC otherOtherJan 13, 2017Jan 18, 2017
Michael James ReillyLPL Financial LLC otherUnified Wealth Management, LLC otherOtherJan 4, 2016Jun 4, 2009
William Davis MadaraGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherDec 24, 2009Mar 31, 2005
John Anthony MillerGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherDec 24, 2009Apr 14, 2005
Michael C CalisiGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherOct 15, 2009Jun 25, 2007
Cory Michael HuffGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherMar 4, 2009Apr 28, 2009 (55 d)
Matthew Jon MichaelGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherMar 4, 2009Aug 25, 2008
Richard Dean MitchellThe Planning Group otherUnified Wealth Management, LLC otherOtherDec 9, 2008Jun 30, 2009 (203 d)
Richard Andrew BoehmGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherAug 26, 2008Dec 13, 2004
Matthew Robert BoehmGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Apr 5, 2005
Shawn Michael AganGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Apr 29, 2005
Michael Brian McginleyGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Apr 5, 2005
Kevin Hardt FosterGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Apr 5, 2005
Martin A BrittonGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Jun 14, 2007
Adam Paul BishopGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherJul 2, 2008Jun 14, 2007
Matthew Jon KlandrudGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherOct 26, 2007May 8, 2006
Tyson J SterlingGeneos Wealth Management, Inc. otherUnified Wealth Management, LLC otherOtherFeb 16, 2007Oct 15, 2007 (241 d)
Frank J CaliseGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherSep 27, 2006Apr 5, 2005
Edward Henry RodriguezGunnallen Financial, Inc unclassifiedUnified Wealth Management, LLC otherOtherNov 25, 2005Apr 5, 2005
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19 moves match.