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 Canter Wealth

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
Jaron BeachCetera Investment Advisers LLC BD affiliatedCanter Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2024Feb 2, 2024
Luke Dominic PodburyThe Retirement Group, LLC independent RIACanter Wealth independent RIARIA to RIAJan 23, 2023Jan 20, 2023
Edward Joseph MacpheeLPL Financial LLC independent RIACanter Wealth independent RIARIA to RIASep 29, 2022Feb 7, 2024 (496 d)
Michael Norman BernierPure Financial Advisors, LLC independent RIACanter Wealth independent RIARIA to RIAJan 21, 2019Jan 18, 2019
Joseph Paul KalmanovitzVersant Capital Management, Inc. independent RIACanter Wealth independent RIARIA to RIAAug 22, 2018Jan 10, 2022 (1237 d)
Michael Anthony CanzoneNautilus Advisors LLC otherCanter Wealth independent RIAOtherFeb 22, 2018Jan 10, 2022 (1418 d)
James Anthony MellonTd Ameritrade, Inc. no RAUMCanter Wealth independent RIAOtherNov 16, 2017Jul 30, 2019 (621 d)
Babak GahvariPure Financial Advisors, LLC otherCanter Wealth otherOtherMay 23, 2017May 30, 2017
Britta Nicole FergusonStrategic Advisers LLC national BDCanter Wealth otherOtherJan 29, 2016Feb 29, 2016 (31 d)
Andrew Edward CanterWells Fargo Investments, LLC unclassifiedCanter Wealth otherOtherJun 22, 2006Nov 18, 2016 (3802 d)
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10 moves match.