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 Bollin Wealth Management, 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 |
|---|---|---|---|---|---|
| Abbey Ciancutti | Ameritas Advisory Services, LLC BD affiliated | Bollin Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2026 | Mar 3, 2026 (55 d) |
| Robert Paul Schmansky | Clear Financial Advisors, LLC unclassified | Bollin Wealth Management, LLC state registered | Other | Dec 31, 2024 | Aug 16, 2023 |
| Paul William Manol | Transamerica Financial Advisors, LLC other | Bollin Wealth Management, LLC state registered | Other | Sep 18, 2013 | Sep 23, 2013 |
| Phillip Edward Bollin | Mpm Wealth Advisors other | Bollin Wealth Management, LLC state registered | Other | Jun 22, 2009 | Jun 22, 2009 |
| George Thomas Damasco | Berthel Fisher & Company Financial Services, Inc. other | Bollin Wealth Management, LLC state registered | Other | Aug 18, 2003 | Dec 26, 2025 (8166 d) |
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5 moves match.