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 Concentus Wealth 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 |
|---|---|---|---|---|---|
| Paige E Deasy | Alliancebernstein L.P. asset manager | Concentus Wealth Advisors independent RIA | Other | Jun 30, 2025 | Aug 13, 2025 (44 d) |
| Andrew John Brewster | Gkfo, LLC independent RIA | Concentus Wealth Advisors independent RIA | RIA to RIA | Apr 11, 2023 | Apr 20, 2023 |
| Bryan Daniel Dalesandro | Cms Fund Advisers, LLC other | Concentus Wealth Advisors other | Other | Mar 28, 2014 | Nov 3, 2014 (220 d) |
| Erik Ortlieb Strid | Wells Fargo Advisors wirehouse | Concentus Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 25, 2014 | Feb 20, 2014 |
| Thomas Greco | Wells Fargo Advisors wirehouse | Concentus Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 25, 2014 | Feb 19, 2014 |
| Paul Flick Strid | Wells Fargo Advisors wirehouse | Concentus Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 25, 2014 | Feb 19, 2014 |
| Nathan Josiah Hayward | Wells Fargo Advisors wirehouse | Concentus Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 25, 2014 | Feb 19, 2014 |
Page 1 of 1
7 moves match.