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 Vital 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 |
|---|---|---|---|---|---|
| Matthew Robert Michel | Charles Schwab & Co., Inc. national BD | Vital Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Mar 10, 2025 (67 d) |
| Gery Joseph Sadzewicz | Tetley Investments, LLC independent RIA | Vital Wealth Management, LLC other | Other | Jan 25, 2024 | Jan 13, 2014 |
| Anthony James Kratofil | Charles Schwab & Co., Inc. national BD | Vital Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2018 | Dec 14, 2018 |
Page 1 of 1
3 moves match.