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 Fidato Wealth 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 |
|---|---|---|---|---|---|
| Andrew J. Outcalt | Commonwealth Financial Network national BD | Fidato Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2026 | Aug 18, 2026 |
| Anthony Stanley Biasiotta | Advice And Planning Services BD affiliated | Fidato Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | Feb 19, 2025 (288 d) |
| Daniel John Yergan | Valmark Advisers, Inc. BD affiliated | Fidato Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2023 | May 30, 2023 |
| David Andrew Flegal | Landing Point Financial Group independent RIA | Fidato Wealth LLC independent RIA | RIA to RIA | May 31, 2023 | May 31, 2023 |
| Marissa Grace Beyer | True Wealth Design, LLC independent RIA | Fidato Wealth LLC independent RIA | RIA to RIA | Aug 14, 2020 | Sep 3, 2020 |
| Anthony Serafino D'Amico | Brookstone Capital Management LLC other | Fidato Wealth LLC other | Other | Aug 29, 2011 | Jul 25, 2011 |
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6 moves match.