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 Mycio Wealth Partners, 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
Jonathan Chien-Shen HuangIconiq Capital, LLC otherMycio Wealth Partners, LLC independent RIAOtherDec 14, 2023Jan 16, 2026 (764 d)
Matthew MarrellaVanguard Advisers, Inc. BD affiliatedMycio Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2023Mar 14, 2024 (252 d)
Dominick Joseph VenderNaples Global Advisors independent RIAMycio Wealth Partners, LLC independent RIARIA to RIAJan 3, 2023Mar 14, 2024 (436 d)
Ethan Joseph KohanikLPL Financial LLC independent RIAMycio Wealth Partners, LLC independent RIARIA to RIAJul 11, 2022Jul 29, 2022
Timothy TomalavageHirtle & Co., LLC otherMycio Wealth Partners, LLC independent RIAOtherJan 24, 2022Jan 25, 2022
Anthony John VoceEquitable Advisors, LLC national BDMycio Wealth Partners, LLC otherOtherOct 11, 2016Oct 25, 2016
Daniel P VassRz Wealth otherMycio Wealth Partners, LLC otherOtherAug 11, 2015May 20, 2015
Shannon Leigh MccueDeutsche Bank Securities Inc. otherMycio Wealth Partners, LLC otherOtherSep 17, 2014Aug 30, 2016 (713 d)
Alan Michael RhodeJanney Montgomery Scott LLC otherMycio Wealth Partners, LLC otherOtherSep 6, 2013Nov 6, 2013 (61 d)
Erin Pember McclainFriedenthal Financial, LLC otherMycio Wealth Partners, LLC otherOtherMay 3, 2013May 14, 2013
Bruce Jonathan FensterErnst & Young Investment Advisers Llp no RAUMMycio Wealth Partners, LLC otherOtherOct 31, 2012Jun 8, 2012
Mark Theodore KellyConvergent Wealth Advisors, LLC otherMycio Wealth Partners, LLC otherOtherNov 30, 2010Feb 18, 2011 (80 d)
Paul Joseph BracagliaPricewaterhousecoopers Investment Advisers LLC no RAUMMycio Wealth Partners, LLC otherOtherSep 4, 2007Sep 20, 2007
Michael Domenic FinelliPricewaterhousecoopers Investment Advisers LLC no RAUMMycio Wealth Partners, LLC otherOtherSep 4, 2007Sep 20, 2007
Philip BonelliPricewaterhousecoopers Investment Advisers LLC no RAUMMycio Wealth Partners, LLC otherOtherSep 4, 2007Sep 20, 2007
Michael Christopher SuchanickPricewaterhousecoopers Investment Advisers LLC no RAUMMycio Wealth Partners, LLC otherOtherSep 4, 2007Sep 20, 2007
Robert Scott PulsiferMorgan Stanley Dw Inc. unclassifiedMycio Wealth Partners, LLC otherOtherAug 3, 2006Oct 18, 2006 (76 d)
David Edmund LeesErnst & Young Investment Advisers Llp no RAUMMycio Wealth Partners, LLC otherOtherJul 11, 2005Apr 7, 2005
James Lee HenryErnst & Young Investment Advisers Llp no RAUMMycio Wealth Partners, LLC otherOtherJun 29, 2005Feb 13, 2006 (229 d)
James Joseph BilesErnst & Young Investment Advisers Llp no RAUMMycio Wealth Partners, LLC otherOtherMay 26, 2005Apr 7, 2005
Robert Joseph ShawErnst & Young Investment Advisers Llp no RAUMMycio Wealth Partners, LLC otherOtherMay 26, 2005Feb 13, 2006 (263 d)
David Joseph PilaitisVanguard Advisers, Inc. otherMycio Wealth Partners, LLC otherOtherSep 24, 2003Apr 6, 2006 (925 d)
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22 moves match.