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 Warren Street Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Victor M Campos Nunez | Lido independent RIA | Warren Street Wealth Advisors, LLC independent RIA | RIA to RIA | May 27, 2026 | Jul 27, 2026 (61 d) |
| Alvin Isiah Knox | LPL Enterprise, LLC BD affiliated | Warren Street Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | May 26, 2026 (41 d) |
| Jennifer Suzanne Horner | Cambridge Investment Research Advisors, Inc. BD affiliated | Warren Street Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2026 | May 29, 2026 (56 d) |
| Gian Kristiano Costeniero | Goldman Sachs Wealth Services, L.P. BD affiliated | Warren Street Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2025 | Mar 24, 2025 (74 d) |
| Bryan Anthony Cassick | United Capital Financial Advisors BD affiliated | Warren Street Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2023 | Jun 15, 2023 |
| Emily Elan Balmages | Tarbox Family Office, Inc. independent RIA | Warren Street Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 23, 2019 | Oct 17, 2019 |
| Justin Dennis Rucci | Goldman Sachs Wealth Services, L.P. BD affiliated | Warren Street Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2018 | Apr 23, 2018 |
| Len Chris Hanson | Cambridge Investment Research Advisors, Inc. other | Warren Street Wealth Advisors, LLC independent RIA | Other | Mar 24, 2015 | Feb 27, 2015 |
| Blake Matthew Charles Street | Cambridge Investment Research Advisors, Inc. other | Warren Street Wealth Advisors, LLC independent RIA | Other | Mar 11, 2015 | Feb 27, 2015 |
| Aileen Lau Danley | Antonio Financial Group unclassified | Warren Street Wealth Advisors, LLC independent RIA | Other | Dec 31, 2014 | May 4, 2016 (490 d) |
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10 moves match.