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 Personal Cfo Solutions 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
Corey LorentStrategic Advisers LLC national BDPersonal Cfo Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2026Jul 14, 2026
Carli Sandra PiccolellaUnited Capital Financial Advisors BD affiliatedPersonal Cfo Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2021Feb 28, 2022 (151 d)
John Higgins ViiUnited Capital Financial Advisors BD affiliatedPersonal Cfo Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2021Feb 25, 2021
Kristin SanguinoGoldman Sachs Wealth Services, L.P. BD affiliatedPersonal Cfo Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2019Mar 15, 2019 (56 d)
Benjamin H. OstroveGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherOct 5, 2017Dec 15, 2017 (71 d)
Maryanne Bogush MitchellGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherAug 23, 2016Dec 5, 2016 (104 d)
Daniel John FieldJm Egan Wealth Advisors, LLC otherPersonal Cfo Solutions LLC otherOtherMay 4, 2016Jul 29, 2016 (86 d)
Michael Jonas KirklandGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherMar 15, 2013Sep 9, 2013 (178 d)
Patrick Augustine NolanGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC independent RIAOtherNov 11, 2011Jan 5, 2026 (5169 d)
Bryan Patrick LandadioGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherSep 1, 2011Jan 31, 2012 (152 d)
John Fernando VieiraGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherJun 3, 2011Jul 19, 2011 (46 d)
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11 moves match.