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 Rmr Wealth Builders, Inc.

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
Nicholas Steven ChomanA.G.P / Alliance Global Partners independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAJun 1, 2026Apr 22, 2026
William Coleman AndrewsHightower Advisors, LLC BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2025Oct 8, 2025
James Stephen BremisSentinel Pension Advisors, LLC. institutionalRmr Wealth Builders, Inc. independent RIAOtherJul 10, 2025Jul 11, 2025
Kathleen Marie OconnorClearwater Capital Partners independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAJun 10, 2025Jun 11, 2025
Peter Lewis ChandlerFisher Investments independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAApr 23, 2025May 19, 2025
Adam ScharfHightower Advisors, LLC BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2024Sep 2, 2025 (281 d)
Brogan Patrick O'ConnorSentinel Pension Advisors, LLC. institutionalRmr Wealth Builders, Inc. independent RIAOtherSep 4, 2024Sep 13, 2024
Marshall Stephen BurroughsM&R Capital Management Inc independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAFeb 21, 2024Feb 27, 2024
Robert RussoCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. mixed wealthRIA to RIAFeb 14, 2024Nov 18, 2020
John David GentryTwelve Points Wealth Management mixed wealthRmr Wealth Builders, Inc. independent RIARIA to RIADec 14, 2023Nov 6, 2024 (328 d)
Alexander Robert SaltonRaymond James Financial Services Advisors, Inc BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2023Nov 8, 2023
Gary Stephen MannuzzaCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. independent RIARIA to RIASep 21, 2023Feb 18, 2022
John William SokolowskiCorient BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 23, 2023Jun 21, 2023
Dominick LombardiCorient BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 23, 2023Jun 20, 2023
Tim Evan SchafferCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 31, 2023Nov 30, 2020
James Patrick BarrettCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. no RAUMOtherMay 3, 2023Dec 3, 2014
Douglas Richard RothCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. no RAUMOtherJan 2, 2023Nov 25, 2014
Edward Albert MajtenyiCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. no RAUMOtherJan 2, 2023Dec 3, 2014
Joshua MondscheinCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Oct 22, 2020
Joseph James RussoCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. no RAUMOtherJan 2, 2023Nov 25, 2014
Tyler Fielding WhitehouseCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. otherOtherJan 2, 2023Sep 27, 2018
Jennifer Adele Aimone-SeilerCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Jul 19, 2019
Ryan Patrick DegrauCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. no RAUMOtherJan 2, 2023Oct 31, 2014
Marc Alexander GuidoCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. otherOtherJan 2, 2023Feb 15, 2019
Jodi M EhrlichCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Nov 24, 2020
Michael LuisCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Aug 16, 2019
Steven Felix SergioCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Aug 15, 2019
Alyssa T CortelyouCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Jul 29, 2019
Ryan GoudieCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Oct 1, 2020
Dominic AcetoCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 2, 2023Aug 13, 2020
Stephan Aaron CollaroCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIADec 31, 2022Apr 16, 2019
Aster J GetahunCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIADec 31, 2022Aug 26, 2020
Nicholas Edward CooperWms Partners, LLC independent RIARmr Wealth Builders, Inc. independent RIARIA to RIANov 3, 2022Jan 31, 2023 (89 d)
Christopher Scott HackerCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2022Sep 25, 2023 (357 d)
Martin David EisensteinFinancial Gravity Family Office Services, LLC independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAJul 26, 2022Oct 5, 2022 (71 d)
Alec Marcus MajtenyiE*Trade Capital Management, LLC independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAJul 12, 2022Jul 21, 2022
Charles CatapanoCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAApr 7, 2022Feb 16, 2021
Stuart Michael SimchowitzCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 31, 2022Jun 1, 2020
Herbert Lee NealyCalton & Associates, Inc. BD affiliatedRmr Wealth Builders, Inc. otherOtherFeb 23, 2022Nov 29, 2018
Matthew Brian LevensCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAJun 4, 2021Jun 7, 2021
Stephen A. ManziCondor Capital Wealth Management independent RIARmr Wealth Builders, Inc. independent RIARIA to RIAMay 6, 2021Apr 19, 2021
James RiceCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. mixed wealthRIA to RIADec 4, 2020Nov 4, 2020
Sean M CzepielEdward Jones national BDRmr Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2019Nov 21, 2022 (1336 d)
Douglas Eugene GrovePrincipal Securities, Inc. BD affiliatedRmr Wealth Builders, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 7, 2019Jan 6, 2021 (699 d)
Christopher Joseph MccoyCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. otherOtherJan 22, 2019Jan 22, 2019
Jared WeberCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. otherOtherJul 26, 2018Jul 26, 2018
Paul Michael PuleoCalton & Associates, Inc. independent RIARmr Wealth Builders, Inc. otherOtherJun 20, 2018May 9, 2018
John G EdwardsGt Investment Advisors, LLC unclassifiedRmr Wealth Builders, Inc. mixed wealthOtherMar 30, 2015Aug 14, 2019 (1598 d)
Michael Richard BrennanCetera Advisor Networks LLC otherRmr Wealth Builders, Inc. independent RIAOtherSep 4, 2012Aug 8, 2022 (3625 d)
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49 moves match.