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 Revere 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 |
|---|---|---|---|---|---|
| Kyle Thomas Kadish | Ibn Financial Services, Inc independent RIA | Revere Wealth Management LLC independent RIA | RIA to RIA | Jan 21, 2026 | Mar 4, 2026 (42 d) |
| Thomas Liam Irwin | Kkm Financial LLC mixed wealth | Revere Wealth Management LLC independent RIA | RIA to RIA | Mar 28, 2022 | May 1, 2023 (399 d) |
| Fitzgerald Miller | Janney Montgomery Scott LLC BD affiliated | Revere Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2022 | Apr 27, 2023 (423 d) |
| Scott Howard Fullman | Olympian Investment Management, LLC other | Revere Wealth Management LLC independent RIA | Other | Dec 9, 2014 | May 1, 2019 (1604 d) |
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4 moves match.