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 S Squared Retirement Solutions 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 |
|---|---|---|---|---|---|
| Amy Alice Marchitello | Osaic Wealth, Inc. BD affiliated | S Squared Retirement Solutions LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 20, 2024 | Jul 25, 2025 (217 d) |
| Amy Alice Marchitello | American Portfolios Advisors, Inc BD affiliated | S Squared Retirement Solutions LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 11, 2024 | Apr 24, 2024 |
| Dawn Marie Santoriello | Exodus Wealth, LLC other | S Squared Retirement Solutions LLC state registered | Other | Jun 17, 2015 | Jul 1, 2015 |
| Kevin Patrick Saia | Calton & Associates, Inc. other | S Squared Retirement Solutions LLC state registered | Other | Oct 17, 2014 | Nov 5, 2014 |
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4 moves match.