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 Private Portfolio Partners, 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.

AdvisorFromToTypeLeftRegistered
Said AbouomarBuckman Advisory Group LLC independent RIAPrivate Portfolio Partners, LLC independent RIARIA to RIADec 7, 2021Dec 6, 2021
Matthew Willett TaylorBuckman Advisory Group LLC independent RIAPrivate Portfolio Partners, LLC independent RIARIA to RIADec 2, 2021Dec 10, 2021
Daniel Carl MinnisCharles Schwab & Co., Inc. national BDPrivate Portfolio Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2021Aug 3, 2021
Francis Edward GranizoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC independent RIAWirehouse to independent RIAFeb 25, 2021Feb 25, 2021
Jennifer Prewitt KirbyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC independent RIAWirehouse to independent RIAFeb 25, 2021Feb 25, 2021
John MennitiFidelity Personal And Workplace Advisors BD affiliatedPrivate Portfolio Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2019Jun 1, 2020 (206 d)
Jimmy RodriguezInsigneo Wealth Advisors, LLC otherPrivate Portfolio Partners, LLC independent RIAOtherJan 5, 2018Feb 9, 2022 (1496 d)
William Charles MeltzerJ.P. Morgan Securities LLC wirehousePrivate Portfolio Partners, LLC otherOtherMay 18, 2017May 22, 2017
Ethan Howard SaidelJ.P. Morgan Securities LLC wirehousePrivate Portfolio Partners, LLC otherOtherMay 9, 2017May 4, 2017
Kyle David ReiseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC otherOtherAug 22, 2016Aug 30, 2016
Todd Jason RosenblattMsi Financial Services, Inc. otherPrivate Portfolio Partners, LLC otherOtherMay 4, 2016May 4, 2016
Paul Douglas JetterInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Apr 7, 2016
Anindita DharInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 15, 2016
Kurt Patrick SchroederInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 7, 2016
Romil BhagatInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 15, 2016
George Alexander JenkinsInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 7, 2016
Theresa Ann KohlesInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 7, 2016
Robert William QuinlanInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 7, 2016
Raymond P. KondlerInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Mar 7, 2016
Christopher VenutoInsight Private Advisors, LLC otherPrivate Portfolio Partners, LLC otherOtherMay 2, 2016Apr 7, 2016
Thomas V CarusoCetera Investment Advisers LLC otherPrivate Portfolio Partners, LLC otherOtherFeb 8, 2016Feb 11, 2016
Donald Joseph LinkStrategic Advisers LLC national BDPrivate Portfolio Partners, LLC otherOtherSep 28, 2015Sep 22, 2015
Michael David PalaceWells Fargo Advisors wirehousePrivate Portfolio Partners, LLC otherOtherJun 2, 2015Jun 18, 2015
Keith Thomas BrothersCapital One Financial Advisors LLC unclassifiedPrivate Portfolio Partners, LLC otherOtherAug 7, 2014Aug 4, 2014
Stephen Michael RothPruco Securities, LLC otherPrivate Portfolio Partners, LLC otherOtherApr 2, 2014Apr 10, 2014
Michael Paul CapriottiCapital Analysts otherPrivate Portfolio Partners, LLC otherOtherMar 24, 2014Mar 25, 2014
Gregory Scott BennettWells Fargo Advisors wirehousePrivate Portfolio Partners, LLC otherOtherJul 1, 2013Feb 19, 2014 (233 d)
Leila RossMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC otherOtherJun 7, 2013Jan 28, 2016 (965 d)
Bradley Jay BolnickMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC otherOtherApr 23, 2013Apr 29, 2013
Ralph FranzeseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrivate Portfolio Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 26, 2013Mar 25, 2013
Richard Axel PascualPnc Wealth Management otherPrivate Portfolio Partners, LLC no RAUMOtherNov 5, 2012Nov 15, 2012
Robert Paul HudsonWells Fargo Advisors wirehousePrivate Portfolio Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 21, 2010Dec 21, 2012 (731 d)
Richard Gaspare DragottaIntegra Investment Service, LLC unclassifiedPrivate Portfolio Partners, LLC otherOtherJul 7, 2010Aug 25, 2014 (1510 d)
Michael Scott PoggiWells Fargo Advisors wirehousePrivate Portfolio Partners, LLC otherOtherDec 31, 2009Aug 26, 2014 (1699 d)
Steven Christopher TestinoIntegra Investment Service, LLC unclassifiedPrivate Portfolio Partners, LLC otherOtherDec 8, 2009Jun 13, 2017 (2744 d)
Mark Anthony GiordanoIntegra Investment Service, LLC unclassifiedPrivate Portfolio Partners, LLC otherOtherDec 8, 2009Jun 13, 2017 (2744 d)
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36 moves match.