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 Rmr Wealth Management
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 |
|---|---|---|---|---|---|
| Richard Thomas Tattory | Fountainhead Advisors independent RIA | Rmr Wealth Management independent RIA | RIA to RIA | Nov 14, 2025 | Nov 19, 2025 |
| Scott J Clements | Fountainhead Advisors independent RIA | Rmr Wealth Management independent RIA | RIA to RIA | Nov 14, 2025 | Dec 2, 2025 |
| Mark Magnusen | Moors & Cabot, Inc BD affiliated | Rmr Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2025 | Oct 17, 2025 |
| Frank Henry Chiappone | Etico Wealth Management LLC other | Rmr Wealth Management independent RIA | Other | Jan 11, 2018 | Nov 21, 2019 (679 d) |
| Brian Todd Mayer | Mcginn, Smith Advisors LLC unclassified | Rmr Wealth Management other | Other | Apr 1, 2009 | Jan 7, 2010 (281 d) |
| Philip S. Rabinovich | Mcginn, Smith Advisors LLC unclassified | Rmr Wealth Management other | Other | Apr 1, 2009 | Jan 14, 2010 (288 d) |
| Edwin Lugo | Brown Capital Management, LLC other | Rmr Wealth Management independent RIA | Other | Jul 21, 2006 | Jul 17, 2026 (7301 d) |
| Joseph William Sullivan | Forstmann Leff Associates LLC unclassified | Rmr Wealth Management independent RIA | Other | May 5, 2006 | Sep 4, 2026 (7427 d) |
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8 moves match.