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 Argos Wealth Advisors 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 |
|---|---|---|---|---|---|
| Christopher Cameron Leary | Bordeaux Wealth Advisors independent RIA | Argos Wealth Advisors LLC independent RIA | RIA to RIA | May 20, 2019 | Oct 3, 2025 (2328 d) |
| Yuval Shenkar | Presidio Capital Advisors LLC other | Argos Wealth Advisors LLC independent RIA | Other | Dec 10, 2013 | Feb 15, 2018 (1528 d) |
| Paul Eivind Holthe | H&H Partnership, LLC unclassified | Argos Wealth Advisors LLC independent RIA | Other | Oct 20, 2010 | Feb 23, 2025 (5240 d) |
| Michael Howard Russo | Presidio Capital Advisors, LLC unclassified | Argos Wealth Advisors LLC independent RIA | Other | Apr 23, 2007 | Feb 16, 2018 (3952 d) |
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4 moves match.