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 Sculati 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 |
|---|---|---|---|---|---|
| Ryan William Knabusch | Plante Moran Financial Advisors independent RIA | Sculati Wealth Management, LLC independent RIA | RIA to RIA | Sep 4, 2018 | Nov 3, 2018 (60 d) |
| Alan Ashley Gildenberg | Stifel, Nicolaus & Company, Incorporated national BD | Sculati Wealth Management, LLC other | Other | Sep 21, 2016 | Nov 20, 2017 (425 d) |
| David John Sculati | White Pine Investment Co other | Sculati Wealth Management, LLC other | Other | Jan 30, 2012 | Feb 28, 2012 |
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3 moves match.