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 Matune Basile Advisors
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 |
|---|---|---|---|---|---|
| Robert James Pozzuto | Integrity Alliance, LLC BD affiliated | Matune Basile Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Jan 15, 2026 |
| Andrew Craig Pursel | Dinuzzo Private Wealth, Inc. independent RIA | Matune Basile Advisors independent RIA | RIA to RIA | Feb 1, 2021 | Feb 9, 2021 |
| Michael Jason Basile | Fnb Wealth Management other | Matune Basile Advisors independent RIA | Other | Feb 4, 2010 | Aug 9, 2013 (1282 d) |
Page 1 of 1
3 moves match.