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 Dynasty 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.

AdvisorFromToTypeLeftRegistered
Gavin Daniel ButtsCsenge Advisory Group, LLC independent RIADynasty Wealth Management, LLC asset managerOtherJul 18, 2025Nov 3, 2025 (108 d)
Miguel Angel SaldanaJ. W. Cole Advisors, Inc. BD affiliatedDynasty Wealth Management, LLC asset managerOtherNov 18, 2024Jan 22, 2025 (65 d)
Bailee Katherine HillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDynasty Wealth Management, LLC asset managerOtherMar 4, 2024Jan 1, 2026 (668 d)
Jayson Wayne KellerRaymond James & Associates, Inc. national BDDynasty Wealth Management, LLC asset managerOtherOct 16, 2023May 9, 2024 (206 d)
Matthew David Shute3d/L Capital Management, LLC independent RIADynasty Wealth Management, LLC asset managerOtherJul 3, 2023Jul 24, 2023
Jaycee Christine KertzmanMorgan Stanley wirehouseDynasty Wealth Management, LLC asset managerOtherAug 4, 2022Apr 21, 2023 (260 d)
Casey Shay JorgensenRaymond James & Associates, Inc. national BDDynasty Wealth Management, LLC asset managerOtherNov 23, 2020Feb 24, 2022 (458 d)
Joshua P SchuetteRaymond James & Associates, Inc. national BDDynasty Wealth Management, LLC asset managerOtherSep 12, 2019Jul 22, 2020 (314 d)
Kyle James JanovskyDelaware Capital Management Advisers, Inc no RAUMDynasty Wealth Management, LLC asset managerOtherMar 22, 2019Dec 24, 2020 (643 d)
Caitlin Elizabeth DouglasPlanning Solutions Group, LLC independent RIADynasty Wealth Management, LLC asset managerOtherNov 26, 2018Jun 5, 2020 (557 d)
Patricia Lynn BradyBeirne. mixed wealthDynasty Wealth Management, LLC independent RIARIA to RIAApr 30, 2018Jul 17, 2018 (78 d)
Samantha Ali Sullivan SindledeckerLas Olas Capital Advisors, LLC otherDynasty Wealth Management, LLC asset managerOtherJun 14, 2017Jan 1, 2025 (2758 d)
Mason Cary SalitValley Financial Management, Inc. BD affiliatedDynasty Wealth Management, LLC asset managerOtherMay 15, 2017Jan 15, 2020 (975 d)
Matthew Fielding MarshMorgan Stanley wirehouseDynasty Wealth Management, LLC otherOtherJul 14, 2016Mar 21, 2017 (250 d)
Sharon Helene GuptaFortigent, LLC otherDynasty Wealth Management, LLC independent RIAOtherJun 7, 2016Jun 12, 2018 (735 d)
Javier RiveroBrickell Global Advisory, Inc. unclassifiedDynasty Wealth Management, LLC otherOtherMar 7, 2016Aug 30, 2016 (176 d)
Jeremy W ZoladzMorgan Stanley wirehouseDynasty Wealth Management, LLC otherOtherNov 5, 2015Apr 19, 2017 (531 d)
Steven Henry PisanoHsbc Securities (USA) Inc. otherDynasty Wealth Management, LLC otherOtherNov 3, 2015Apr 11, 2016 (160 d)
Thomas Steven GlamuzinaFortigent, LLC otherDynasty Wealth Management, LLC otherOtherSep 30, 2015Apr 18, 2017 (566 d)
Joseph DursiBarclays Capital Inc. otherDynasty Wealth Management, LLC otherOtherSep 10, 2015Jun 5, 2017 (634 d)
Brian R FlynnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDynasty Wealth Management, LLC otherOtherMay 11, 2015Jul 13, 2015 (63 d)
Michael Charles BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDynasty Wealth Management, LLC otherOtherDec 14, 2010Apr 13, 2016 (1947 d)
Andrew Thomas ButteGunnallen Financial, Inc unclassifiedDynasty Wealth Management, LLC asset managerOtherMay 13, 2009Feb 14, 2022 (4660 d)
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23 moves match.