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 Ci Doyle Private Wealth, 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
Keith Allen JaworskiPatton Albertson Miller Group, LLC independent RIACi Doyle Private Wealth, LLC independent RIARIA to RIAJul 7, 2020Mar 29, 2019
Konstantin BystritskyFidelity Personal And Workplace Advisors BD affiliatedCi Doyle Private Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2019Apr 9, 2019 (39 d)
Steven CantilloErnst & Young Investment Advisers Llp no RAUMCi Doyle Private Wealth, LLC independent RIAOtherOct 16, 2018Oct 4, 2018
Joshua Michael PisaErnst & Young Investment Advisers Llp no RAUMCi Doyle Private Wealth, LLC independent RIAOtherApr 24, 2018May 1, 2018
Dylan Robert KestersonPark Avenue Securities LLC BD affiliatedCi Doyle Private Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2018Jun 20, 2018 (57 d)
Matthew William BenzBancwest Investment Services, Inc. (Bwis) otherCi Doyle Private Wealth, LLC otherOtherApr 7, 2017May 5, 2017
James Joseph McgintyPnc Wealth Management otherCi Doyle Private Wealth, LLC otherOtherSep 21, 2016Dec 13, 2016 (83 d)
Christopher Ryan JayMercer Global Advisors Inc. otherCi Doyle Private Wealth, LLC otherOtherNov 9, 2015Jan 15, 2016 (67 d)
Charles Martin CrouchCatalyst Asset Advisors, LLC unclassifiedCi Doyle Private Wealth, LLC otherOtherMar 31, 2014Jun 9, 2017 (1166 d)
Mathew Christopher LepakCharles Schwab & Co., Inc. national BDCi Doyle Private Wealth, LLC otherOtherFeb 28, 2014Apr 5, 2016 (767 d)
John Edward CarlsonBiscayne Advisors, Inc. unclassifiedCi Doyle Private Wealth, LLC otherOtherJan 16, 2007Mar 13, 2007 (56 d)
Todd B YoungsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCi Doyle Private Wealth, LLC otherOtherNov 8, 2005Feb 10, 2014 (3016 d)
Richard Jay HeimanStrategic Advisers LLC national BDCi Doyle Private Wealth, LLC otherOtherDec 17, 2002Jul 15, 2010 (2767 d)
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13 moves match.