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 Craft Wealth Management 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 |
|---|---|---|---|---|---|
| Scott David Werling | Legend Financial Management unclassified | Craft Wealth Management LLC independent RIA | Other | Dec 16, 2016 | May 21, 2018 (521 d) |
| Richard Joseph Rizzuto | Newport Coast Asset Management other | Craft Wealth Management LLC other | Other | Jan 25, 2016 | Mar 22, 2016 (57 d) |
| Stephen Mark Kiront | Woodstock Financial Group, Inc. other | Craft Wealth Management LLC other | Other | Mar 31, 2015 | Oct 13, 2016 (562 d) |
| Barry Michael Kiront | Woodstock Financial Group, Inc. other | Craft Wealth Management LLC no RAUM | Other | Mar 31, 2015 | May 14, 2015 (44 d) |
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4 moves match.