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 Rvw 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffry V. Niedermeyer | Bridge Advisory LLC independent RIA | Rvw Wealth LLC independent RIA | RIA to RIA | Jul 1, 2024 | Nov 15, 2024 (137 d) |
| Erik Stevens | Citi Private Advisory, LLC asset manager | Rvw Wealth LLC independent RIA | Other | Oct 31, 2022 | Jun 19, 2023 (231 d) |
| Ofer Ben-Menahem | First Foundation Advisors independent RIA | Rvw Wealth LLC independent RIA | RIA to RIA | Jun 3, 2020 | Dec 9, 2020 (189 d) |
| Jesse Daniel Picunko | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rvw Wealth LLC independent RIA | Wirehouse to independent RIA | Oct 15, 2019 | Aug 4, 2025 (2120 d) |
| Michael Min-Kai Chen | Truist Advisory Services, Inc. BD affiliated | Rvw Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2019 | May 22, 2020 (445 d) |
| Simon Chung-Yee Liu | Harold Davidson & Associates, Inc independent RIA | Rvw Wealth LLC independent RIA | RIA to RIA | Apr 30, 2018 | Apr 25, 2018 |
| Mark Goldfinger | Allstate Financial Advisors, LLC no RAUM | Rvw Wealth LLC other | Other | Aug 31, 2012 | Aug 6, 2013 (340 d) |
| Jonathan Louis Gerber | Primeglobal, LLC unclassified | Rvw Wealth LLC independent RIA | Other | Nov 8, 2006 | Aug 25, 2025 (6865 d) |
| Selwyn Gerber | Primeglobal, LLC unclassified | Rvw Wealth LLC independent RIA | Other | Nov 3, 2006 | Dec 24, 2025 (6991 d) |
| Kelly Mitsuo Sueoka | Pacific Financial Research Investment Management unclassified | Rvw Wealth LLC independent RIA | Other | Jan 9, 2006 | Oct 11, 2022 (6119 d) |
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10 moves match.