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 Reagan Companies Asset Management, Inc
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 |
|---|---|---|---|---|---|
| Ethan Robert Ciota | Equitable Advisors, LLC national BD | Reagan Companies Asset Management, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2026 | Jun 16, 2026 |
| Daniel Joseph Esford | Securities America Advisors, Inc. BD affiliated | Reagan Companies Asset Management, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2019 | Jul 19, 2019 |
| Christopher P. Riggi | Goldman Sachs Wealth Services, L.P. other | Reagan Companies Asset Management, Inc independent RIA | Other | Jan 19, 2017 | Oct 3, 2018 (622 d) |
| Nicholas Barnes | Strategic Advisers LLC national BD | Reagan Companies Asset Management, Inc other | Other | Feb 10, 2014 | Jan 11, 2017 (1066 d) |
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4 moves match.