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 Fulcrum 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.

AdvisorFromToTypeLeftRegistered
Michael Edward SylvesterFarther independent RIAFulcrum Wealth Management independent RIARIA to RIAAug 18, 2023Jun 15, 2026 (1032 d)
Debbie Louise FeuerSecurities America Advisors, Inc. BD affiliatedFulcrum Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2019Apr 29, 2019
Jason Edward HurtaSecurities America Advisors, Inc. BD affiliatedFulcrum Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2019Jan 22, 2019
Debbie Louise FeuerWfg Advisors, LP otherFulcrum Wealth Management otherOtherSep 21, 2017Aug 17, 2017
Christopher Matthew WiseCurian Capital, LLC otherFulcrum Wealth Management independent RIAOtherMar 29, 2016Jan 14, 2019 (1021 d)
Derek B SolizMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFulcrum Wealth Management otherOtherJul 16, 2015Jul 2, 2015
Craig Allen LoveWfg Advisors, LP otherFulcrum Wealth Management otherOtherJun 17, 2015Nov 15, 2011
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7 moves match.