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 Monere Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ethan Christopher Rowe | Summit Global Investments, LLC mixed wealth | Monere Wealth Management, Inc. independent RIA | RIA to RIA | Sep 19, 2025 | Oct 7, 2025 |
| Steven Anthony Quirini | Sanctuary Advisors, LLC BD affiliated | Monere Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2023 | Jul 5, 2023 |
| Terrence Patrick Geary | Wells Fargo Advisors wirehouse | Monere Wealth Management, Inc. independent RIA | Wirehouse to independent RIA | May 25, 2022 | May 23, 2022 |
| Michael Francis Burke | David A. Noyes & Company other | Monere Wealth Management, Inc. other | Other | Jun 2, 2015 | May 22, 2015 |
| Thomas Allen Bono | David A. Noyes & Company other | Monere Wealth Management, Inc. other | Other | Jun 2, 2015 | May 22, 2015 |
| Peter Ross Vick | David A. Noyes & Company other | Monere Wealth Management, Inc. other | Other | Apr 30, 2015 | May 12, 2015 |
| Andrew J. Wykretowicz | David A. Noyes & Company other | Monere Wealth Management, Inc. other | Other | Jun 12, 2014 | Jan 5, 2015 (207 d) |
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7 moves match.