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 Vistica 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 |
|---|---|---|---|---|---|
| Christine D. Skoczek | Skoczek & Associates, LLC unclassified | Vistica Wealth Advisors, LLC independent RIA | Other | Jun 20, 2025 | Jan 24, 2025 |
| Allen Gould Regan | Lifeguard Wealth, LLC unclassified | Vistica Wealth Advisors, LLC independent RIA | Other | Aug 23, 2023 | Oct 23, 2020 |
| Jeffrey Frank Vistica | Cetera Investment Advisers LLC other | Vistica Wealth Advisors, LLC independent RIA | Other | Feb 17, 2011 | Aug 12, 2008 |
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3 moves match.