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 Newsquare Capital, 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
Robert Kenneth Kuberski	MML Investors Services, LLC BD affiliated	Newsquare Capital, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 14, 2026	Aug 3, 2026
Timothy Andrew Chisholm	Efficient Advisors independent RIA	Newsquare Capital, LLC independent RIA	RIA to RIA	Apr 8, 2025	Nov 8, 2018
Miguel L Biamon	Blue Bell Private Wealth Management, LLC independent RIA	Newsquare Capital, LLC independent RIA	RIA to RIA	Jul 19, 2018	Aug 3, 2018
John Frank Mazzola	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 24, 2016
Jeffrey Laurence Gruehn	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
Robert Arthur Newman	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
John Michael Klusarits	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 4, 2016
Daniel Patrick Maguire	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 24, 2016
Kevin Barry Oneill	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Joseph Edward Syernick	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 16, 2016
Timothy Thomas Irvine	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
Anthony John Santisi	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 23, 2016
Michael Patrick Root	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Patrick Michael Mccann	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 4, 2016
Joseph Vincent Naselli	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 24, 2016
Brian Charles Mcgeehan	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 7, 2016
Robert M Marasheski	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 23, 2016
Albert M Corrato	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 9, 2016
Stephen J Demchyk	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Christopher Michael Fallon	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Kyle James Cleary	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Dec 2, 2015
Marc P Virga	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Jonathan Jamsheed Jaraiedi	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Stephen Francis Izzi	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Trent Michael Leupold	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Paul John Montefiore	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
Michael Robert Dayton	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 9, 2016
Ryan L Kirk	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Ryan Scott Galloway	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Adam C. Douglas	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
Philip Stoltzfus	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 15, 2016
Paul Gagliardi	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Feb 12, 2016
Adam L Johnstone	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Mar 25, 2017	Mar 23, 2016
Christopher Charles Truscello	Msi Financial Services, Inc. other	Newsquare Capital, LLC other	Other	Sep 22, 2016	Mar 4, 2016
Lee Scott Grout	Killen Group Inc other	Newsquare Capital, LLC independent RIA	Other	Jun 16, 2016	Feb 24, 2026 (3540 d)
Marc J Bernstein	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 8, 2015	Oct 29, 2010
James William Cleary	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Nov 15, 2010
Bernard Joseph Audet	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Apr 15, 2010
Daniel Ralph Joie	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Sep 12, 2013
Judith Anne Cassidy	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Nov 1, 2010
James Harold Unger	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Aug 31, 2010
Charles Joseph Dowds	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Nov 15, 2010
Wayne Mark Bartolacci	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 19, 2010
Keith Vincent Lecky	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Apr 30, 2013
James Joseph Ranieri	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Aug 29, 2011
Harry Aloysius Carroll	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Nov 1, 2010
Gregory Michael Small	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Sep 17, 2013
Robert Joseph Hagenberg	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 29, 2010
Gerad Martin Thorell	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Aug 29, 2011
Joseph Charles Carr	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 29, 2010
Andrew Anthony Del Beato	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Mar 13, 2013
David Scott Carr	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 29, 2010
Michael L Miley	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Apr 23, 2013
Walter J Timby	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Aug 29, 2011
Paul Gregory Evans	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 29, 2010
Mark Andrew Kirsch	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Aug 31, 2011
Raymond E Moore	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Apr 23, 2013
David A. Broll	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Oct 19, 2010
James Robert Veit	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Sep 10, 2013
William Donaldson Root	New England Securities Corporation other	Newsquare Capital, LLC other	Other	Jan 2, 2015	Mar 13, 2013

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69 moves match.