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 John F Suby 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 |
|---|---|---|---|---|---|
| Nicholas Jay Toman | Trek Financial independent RIA | John F Suby Wealth Management LLC other | Other | Feb 18, 2025 | Feb 21, 2025 |
| Cyla Fromm-Minett | H. Beck, Inc. other | John F Suby Wealth Management LLC other | Other | Mar 15, 2017 | Jun 20, 2017 (97 d) |
| Matthew John Suby | Sva Wealth Management, Inc. unclassified | John F Suby Wealth Management LLC other | Other | Jun 26, 2009 | Aug 27, 2009 (62 d) |
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3 moves match.