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 Comprehensive Wealth Services, 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 |
|---|---|---|---|---|---|
| Edwin Keith Milner | Cadaret Grant & Co Inc BD affiliated | Comprehensive Wealth Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 10, 2025 | Jan 31, 2025 |
| Jason Mark Kurz | Cadaret Grant & Co Inc BD affiliated | Comprehensive Wealth Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 10, 2025 | Jan 31, 2025 |
| Brian Thomas Amato | American Investment Planners LLC independent RIA | Comprehensive Wealth Services, LLC state registered | RIA to a state-registered adviser | Dec 19, 2022 | Jan 31, 2025 (774 d) |
| Jeremy Michel Klopper | Comprehensive Wealth Solutions, LLC other | Comprehensive Wealth Services, LLC state registered | Other | Jul 1, 2009 | Jun 24, 2008 |
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4 moves match.