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 Aladino Financial Services, Inc.
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 |
|---|---|---|---|---|---|
| Christopher Julian Bell | Mariner Advisor Network BD affiliated | Aladino Financial Services, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 26, 2026 | Jan 27, 2026 |
| Sean Stephen Sowers | Financial Telesis, Inc. other | Aladino Financial Services, Inc. state registered | Other | Sep 12, 2014 | Sep 23, 2014 |
| James Aladino Parenti | Osaic Wealth, Inc. other | Aladino Financial Services, Inc. state registered | Other | Sep 26, 2003 | Jul 8, 1997 |
| Anthony Rocco Giuliano | Osaic Wealth, Inc. other | Aladino Financial Services, Inc. state registered | Other | Sep 26, 2003 | Nov 29, 2000 |
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4 moves match.