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 Verde Capital Management, 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 |
|---|---|---|---|---|---|
| Hannah Elizabeth Bennett | J.P. Morgan Securities LLC wirehouse | Verde Capital Management, Inc. independent RIA | Wirehouse to independent RIA | Jul 26, 2026 | Aug 31, 2026 (36 d) |
| Marc Joseph Bergeron | Tfo Wealth Partners independent RIA | Verde Capital Management, Inc. independent RIA | RIA to RIA | Jan 17, 2025 | Feb 25, 2025 (39 d) |
| Matthew T Hart | Cg Advisory Services independent RIA | Verde Capital Management, Inc. independent RIA | RIA to RIA | Jun 16, 2022 | Jan 3, 2025 (932 d) |
| Cynthia Grace Lundberg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Verde Capital Management, Inc. independent RIA | Wirehouse to independent RIA | Jan 31, 2018 | Apr 17, 2018 (76 d) |
| Eric Tomaszewski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Verde Capital Management, Inc. other | Other | Oct 16, 2013 | Oct 16, 2013 |
| Carl Szasz | Ameriprise Financial Services, LLC national BD | Verde Capital Management, Inc. other | Other | May 30, 2008 | Oct 8, 2010 (861 d) |
Page 1 of 1
6 moves match.