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 Cerity Partners Retirement Plan Consultants

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 John GreenenEdge Financial Advisors, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherMar 23, 2026Mar 5, 2026
Raoul Marie CelerierAustin Private Wealth, LLC no RAUMCerity Partners Retirement Plan Consultants institutionalOtherFeb 18, 2026Jan 7, 2026
William StanleyBuck Wealth Strategies, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherJan 28, 2026Feb 25, 2026
Chad Frederick WingPetrichor Asset Management LLC unclassifiedCerity Partners Retirement Plan Consultants institutionalOtherJun 12, 2025Jun 10, 2025
Lisa Ann NeffWest Coast Financial, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherApr 4, 2025Apr 1, 2025
Patrick Dane CorriganWest Coast Financial, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherApr 4, 2025Apr 1, 2025
Constantine Charles MulliganBlue Prairie Group,LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherDec 31, 2019Apr 24, 2019
Ty Edward ParrishBlue Prairie Group,LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherApr 8, 2019Jul 2, 2019 (85 d)
Carmela Lee ElcoBlue Prairie Group,LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherApr 8, 2019Apr 10, 2019
Paul Anthony SommerstadBlue Prairie Group,LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherApr 8, 2019Apr 18, 2019
Neal Dryton SmithVoya Financial Partners, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherMay 3, 2018Jul 2, 2019 (425 d)
Christopher Francis ArotinPension Architects Advisory Group LLC otherCerity Partners Retirement Plan Consultants institutionalOtherFeb 23, 2017Jan 10, 2025 (2878 d)
Samuel Victor GarciaPension Architects Advisory Group, LLC otherCerity Partners Retirement Plan Consultants no RAUMOtherDec 31, 2013Feb 13, 2014 (44 d)
Kate Elisabeth KittingerPension Architects Advisory Group, LLC otherCerity Partners Retirement Plan Consultants no RAUMOtherDec 31, 2013Mar 31, 2014 (90 d)
Melanie R RossErnst & Young Investment Advisers Llp no RAUMCerity Partners Retirement Plan Consultants institutionalOtherMay 29, 2013Jan 24, 2019 (2066 d)
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15 moves match.