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 Glassman 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.

AdvisorFromToTypeLeftRegistered
Jhonny Antenor Merida SotoEdelman Financial Engines independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAFeb 5, 2025Jan 29, 2025
Jennifer StewartEvermay Wealth Management, LLC independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAJan 8, 2025Jan 16, 2025
Patrick Francis McnamaraPathstone independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAJan 18, 2024Feb 6, 2024
Donald Allen GreshFamily Office Research, LLC independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAMay 20, 2022Jun 22, 2022 (33 d)
Sean BeznickiArtemis Financial Advisors independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAMar 23, 2020Mar 31, 2020
David Dechiara LevittAlpha Financial Advisors, LLC independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAMay 2, 2018Jul 3, 2018 (62 d)
Candace Marita LeeFjy Financial otherGlassman Wealth Services, LLC otherOtherJul 31, 2017Jun 20, 2017
Dana George SippelWest Financial Services, Inc. otherGlassman Wealth Services, LLC otherOtherApr 5, 2017Apr 21, 2017
Colin Michael GerretyFortigent, LLC otherGlassman Wealth Services, LLC otherOtherApr 21, 2015Apr 24, 2015
Eric Scott DunnerSignator Investors, Inc. otherGlassman Wealth Services, LLC otherOtherMar 30, 2015Apr 14, 2015
Lindsay Garland ShetterlyHighline Wealth Management, LLC otherGlassman Wealth Services, LLC otherOtherJul 29, 2014Aug 13, 2014
Nathan Michael SonnenbergFortigent, LLC otherGlassman Wealth Services, LLC otherOtherSep 7, 2012Jan 30, 2014 (510 d)
Travis Jacob RussellConvergent Wealth Advisors, LLC otherGlassman Wealth Services, LLC otherOtherAug 16, 2011Sep 22, 2011 (37 d)
Jessica Rada NessOsaic Wealth, Inc. otherGlassman Wealth Services, LLC otherOtherSep 4, 2009Sep 17, 2009
Barry Scott GlassmanCassaday & Co Inc otherGlassman Wealth Services, LLC otherOtherSep 2, 2009Sep 17, 2009
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15 moves match.