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 Sachetta, 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
Kevin SanchezKeenan Financial independent RIASachetta, LLC independent RIARIA to RIAJan 31, 2025Sep 17, 2025 (229 d)
Domenica Marie LurveyEagle Strategies LLC BD affiliatedSachetta, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2023Nov 21, 2023
Stephen Patrick AhernWealth Management Advisors, LLC independent RIASachetta, LLC independent RIARIA to RIAMar 1, 2022Feb 8, 2022
Janice Darlene McgarryWealth Management Advisors, LLC independent RIASachetta, LLC independent RIARIA to RIAMar 1, 2022Mar 8, 2022
Jeffrey AronWealth Management Advisors, LLC independent RIASachetta, LLC independent RIARIA to RIAMar 1, 2022Mar 24, 2022
Kevin Eugene KennyWells Fargo Advisors wirehouseSachetta, LLC independent RIAWirehouse to independent RIAApr 23, 2021May 4, 2021
Michael CallahanQuest Financial Services, Inc. unclassifiedSachetta, LLC otherOtherDec 4, 2008Dec 13, 2007
Joseph SachettaQuest Financial Services, Inc. unclassifiedSachetta, LLC otherOtherDec 4, 2008Dec 13, 2007
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8 moves match.