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 Marcum 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
James Ashley RenfroeArista Consulting Group unclassifiedMarcum Wealth, LLC independent RIAOtherJan 19, 2024Mar 18, 2024 (59 d)
Brian J FornerisIntellicents Investment Solutions Inc otherMarcum Wealth, LLC independent RIAOtherSep 20, 2023Oct 26, 2023 (36 d)
John CostelloAdviceone Advisory Services, LLC independent RIAMarcum Wealth, LLC independent RIARIA to RIAMay 23, 2023Jun 14, 2023
Shaun Dallas CoxGlobal Retirement Partners LLC institutionalMarcum Wealth, LLC independent RIAOtherOct 18, 2022Feb 26, 2020
Lori Ann Porcelli-PlesciaMason Road Wealth Advisors, L.L.C. independent RIAMarcum Wealth, LLC independent RIARIA to RIAJul 27, 2022Apr 21, 2022
Steven C PawlowskiTrivium Point Advisory, LLC independent RIAMarcum Wealth, LLC independent RIARIA to RIAMar 14, 2022Mar 24, 2022
Nina Marie DipalmaAscensus Investment Advisors, LLC institutionalMarcum Wealth, LLC independent RIAOtherJan 18, 2022Oct 10, 2023 (630 d)
Charles P HoffmannFourfront Advisors, LLC unclassifiedMarcum Wealth, LLC independent RIAOtherDec 31, 2021Sep 8, 2021
Steven David BrettMarcum Financial Services LLC unclassifiedMarcum Wealth, LLC independent RIAOtherDec 2, 2021Apr 22, 2021
Gregory A LopezGlobal Retirement Partners LLC institutionalMarcum Wealth, LLC independent RIAOtherOct 15, 2021Oct 21, 2021
James ButlerCommonwealth Financial Network national BDMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2021Dec 1, 2021 (106 d)
Peter Edward HoffmannFourfront Advisors, LLC unclassifiedMarcum Wealth, LLC independent RIAOtherJun 28, 2021Jul 20, 2021
Mohammed Ali AnsariRaymond James Financial Services Advisors, Inc BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2021May 26, 2021 (47 d)
Matthew HarrisRaymond James Financial Services Advisors, Inc BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2021Apr 27, 2021
Christopher John JudRaymond James Financial Services Advisors, Inc BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2021Jul 19, 2021 (103 d)
Brandon L DunnAdviseme National Advisors otherMarcum Wealth, LLC independent RIAOtherDec 7, 2020Dec 2, 2020
Kaitlin NicholisAdvice And Planning Services BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Oct 21, 2021 (342 d)
Thomas J FilomenoFilomeno Wealth Management, LLC otherMarcum Wealth, LLC independent RIAOtherOct 2, 2020Sep 22, 2020
Patricia Elizabeth SmallFilomeno Wealth Management, LLC otherMarcum Wealth, LLC independent RIAOtherOct 2, 2020Sep 22, 2020
Richard Matthieu MarcianoFilomeno Wealth Management, LLC otherMarcum Wealth, LLC independent RIAOtherOct 2, 2020Aug 11, 2020
Robert Ernest CoodeConcourse Financial Group Advisors BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2020Feb 7, 2020
Michael John VanhimbergenConcourse Financial Group Advisors BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2020Feb 18, 2020
Louis Angelo TrivisonnoConcourse Financial Group Advisors BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2019Sep 4, 2019 (35 d)
Michael GranitoConcourse Financial Group Advisors BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2019Jul 29, 2019
Robert Duncan CoodeConcourse Financial Group Advisors BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2019Sep 3, 2019 (54 d)
Zachary Gillette WilliamsCetera Advisors LLC BD affiliatedMarcum Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2019Mar 24, 2019 (31 d)
David RomeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMarcum Wealth, LLC independent RIAWirehouse to independent RIAJan 14, 2019Mar 24, 2019 (69 d)
Alynne StraitStrategic Advisers LLC national BDMarcum Wealth, LLC otherOtherAug 31, 2017Oct 10, 2017 (40 d)
Michael Ryan BakerGame Plan Financial Advisors, LLC otherMarcum Wealth, LLC otherOtherAug 22, 2017Mar 28, 2016
Matthew ReghettiB Riley Wealth Management otherMarcum Wealth, LLC otherOtherApr 5, 2017Apr 27, 2017
Perry Dennis ReghettiReghetti & Associates, LLC unclassifiedMarcum Wealth, LLC otherOtherJul 20, 2015Aug 2, 2017 (744 d)
Charles MooreReghetti & Associates, LLC unclassifiedMarcum Wealth, LLC otherOtherJul 20, 2015Apr 27, 2017 (647 d)
Wendy Lynn EldridgePark Avenue Securities LLC otherMarcum Wealth, LLC otherOtherMar 17, 2014Mar 18, 2014
Laura Beth KiickCetera Advisors LLC otherMarcum Wealth, LLC otherOtherOct 3, 2013Jan 10, 2014 (99 d)
Eric WulffMorgan Stanley Dw Inc. unclassifiedMarcum Wealth, LLC otherOtherJan 3, 2007Dec 18, 2006
Christopher Donald BartMorgan Stanley Dw Inc. unclassifiedMarcum Wealth, LLC otherOtherJan 3, 2007Dec 18, 2006
Michael Thomas MckeownMorgan Stanley Dw Inc. unclassifiedMarcum Wealth, LLC otherOtherSep 8, 2006Dec 18, 2006 (101 d)
Karen Rose KleinhenzStifel Independent Advisors, LLC otherMarcum Wealth, LLC otherOtherMar 16, 2005Apr 14, 2005
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38 moves match.