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 Morton Wealth

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
Amir TavakolCalifornia Capital Management independent RIAMorton Wealth independent RIARIA to RIAAug 25, 2026Aug 28, 2026
Carlos Alejandro SalcedoRice Hall James & Associates LLC otherMorton Wealth independent RIAOtherJul 8, 2026Jul 14, 2026
Diego GuerreroIeq Capital, LLC independent RIAMorton Wealth independent RIARIA to RIAApr 8, 2026Jun 7, 2026 (60 d)
Thomas Patrick MooneyCrestwood Advisors independent RIAMorton Wealth independent RIARIA to RIAAug 8, 2025Nov 14, 2025 (98 d)
Sophie Christine Jacqueline LeahyBurt Wealth Advisors independent RIAMorton Wealth independent RIARIA to RIASep 30, 2024Mar 12, 2025 (163 d)
Jennifer Marie CarusoManchester Financial Inc independent RIAMorton Wealth independent RIARIA to RIAAug 14, 2023Jan 1, 2025 (506 d)
Elias Franchesco VeraCorient BD affiliatedMorton Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMay 19, 2023Nov 11, 2024 (542 d)
Beau Thomas WirickSagespring Wealth Partners independent RIAMorton Wealth independent RIARIA to RIADec 5, 2022Jan 31, 2023 (57 d)
Hunter Pearson DanielDowling & Yahnke, LLC independent RIAMorton Wealth independent RIARIA to RIAJul 5, 2022Jul 8, 2022
Nadya MetsOsaic Fa, Inc. BD affiliatedMorton Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 19, 2022Mar 20, 2022 (60 d)
Michael RudowJ.P. Morgan Securities LLC wirehouseMorton Wealth independent RIAWirehouse to independent RIAMay 14, 2021May 28, 2021
Thao Thien TruongFinancial Alternatives, Inc. independent RIAMorton Wealth independent RIARIA to RIAMar 1, 2021Dec 23, 2020
Michael Brian PrivettManning Wealth Management, Inc. unclassifiedMorton Wealth independent RIAOtherDec 31, 2020Jan 1, 2026 (1827 d)
Brian Nichols MannAdvice And Planning Services BD affiliatedMorton Wealth independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Nov 9, 2020
Christopher Michael GaleskiStrategic Advisers LLC national BDMorton Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2018Apr 10, 2018 (42 d)
Celia Tanya MeagherOppenheimer & Co. Inc. otherMorton Wealth otherOtherOct 27, 2017Nov 3, 2017
Lynn Richard CalvertStrategic Advisers LLC national BDMorton Wealth otherOtherMar 17, 2016Mar 19, 2016
Eric Jay SelterCms Inc. unclassifiedMorton Wealth independent RIAOtherJan 8, 2015Aug 4, 2025 (3861 d)
Scott Howard ShlecterKayne Anderson Capital Advisors, L.P. otherMorton Wealth otherOtherJul 16, 2009Aug 10, 2009
Sasan FaizPartnervest Advisory Services LLC otherMorton Wealth independent RIAOtherJul 8, 2008Aug 4, 2025 (6236 d)
Priscilla Ann BrehmMorton Management, Inc. unclassifiedMorton Wealth otherOtherSep 27, 2006Aug 30, 2006
Jeffrey SartiMorton Management, Inc. unclassifiedMorton Wealth otherOtherSep 27, 2006Aug 30, 2006
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22 moves match.