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 Withum Wealth Management
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 Louis Lucente | Fisher Investments independent RIA | Withum Wealth Management independent RIA | RIA to RIA | Jan 10, 2022 | Feb 3, 2022 |
| Henry Dicksom Mercer | Mercer Capital Advisers, Inc. independent RIA | Withum Wealth Management independent RIA | RIA to RIA | Dec 21, 2021 | Nov 20, 2025 (1430 d) |
| Ann Goldschmidt Schnorrenberg | Savant Wealth Management independent RIA | Withum Wealth Management independent RIA | RIA to RIA | Mar 13, 2020 | Jun 19, 2020 (98 d) |
| Adam C Armstrong | Fisher Investments other | Withum Wealth Management independent RIA | Other | Jan 19, 2017 | Jan 22, 2021 (1464 d) |
| Elena Viktorovna Ladygina | MML Investors Services, LLC other | Withum Wealth Management independent RIA | Other | Nov 12, 2014 | Sep 24, 2018 (1412 d) |
| Thomas William Farrell | Regentatlantic other | Withum Wealth Management other | Other | Sep 23, 2014 | Apr 23, 2015 (212 d) |
| Austin Hagaman | Pinnacle Associates, Ltd. other | Withum Wealth Management other | Other | May 19, 2014 | Jan 28, 2013 |
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7 moves match.