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 Fusion Family Wealth, 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 |
|---|---|---|---|---|---|
| Brett Douglas Stanton | Consolidated Portfolio Review Corp other | Fusion Family Wealth, LLC independent RIA | Other | Nov 11, 2016 | Aug 9, 2021 (1732 d) |
| Jeff Scott Blick | UBS Financial Services Inc. wirehouse | Fusion Family Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2013 | May 12, 2021 (2730 d) |
| Harvey Lee Radler | Morgan Stanley Dw Inc. unclassified | Fusion Family Wealth, LLC independent RIA | Other | May 9, 2005 | May 12, 2021 (5847 d) |
Page 1 of 1
3 moves match.