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 Constellation Wealth Advisors

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
Julie M. KistLPL Financial LLC BD affiliatedConstellation Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2025Jul 15, 2025 (173 d)
Nicolas Allen PaxsonRitter Daniher Financial Advisory LLC independent RIAConstellation Wealth Advisors independent RIARIA to RIAFeb 10, 2023Mar 25, 2023 (43 d)
Skye GarlandJohnson Investment Counsel, Inc. independent RIAConstellation Wealth Advisors independent RIARIA to RIAAug 24, 2021Sep 10, 2021
James Jonathan HayesPegasus Partners independent RIAConstellation Wealth Advisors independent RIARIA to RIAAug 13, 2021Sep 2, 2021
Bradley RiceSandlapper Wealth Management, LLC independent RIAConstellation Wealth Advisors independent RIARIA to RIADec 31, 2020Aug 3, 2026 (2041 d)
Adam Davis MortonFort Washington Investment Advisors Inc institutionalConstellation Wealth Advisors independent RIAOtherAug 24, 2020Aug 18, 2020
John Marshall WilliamsFifth Third Securities, Inc. otherConstellation Wealth Advisors otherOtherJun 27, 2008Dec 20, 2010 (906 d)
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7 moves match.