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 Kassira 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 |
|---|---|---|---|---|---|
| Brandon Michael Ridenour | T. Rowe Price Advisory Services, Inc. independent RIA | Kassira Wealth Management, LLC independent RIA | RIA to RIA | Feb 24, 2022 | Feb 1, 2022 |
| Rast Mohamad Gozeh | T. Rowe Price Associates, Inc. asset manager | Kassira Wealth Management, LLC independent RIA | Other | Apr 1, 2019 | Apr 22, 2020 (387 d) |
| Gassan Joseph Kassira | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Kassira Wealth Management, LLC independent RIA | Other | Nov 1, 2012 | Nov 1, 2012 |
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3 moves match.