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 Reedmark 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 |
|---|---|---|---|---|---|
| Travis Edward Sollinger | Lion Street Advisors, LLC BD affiliated | Reedmark Advisors, LLC institutional | Other | Oct 13, 2025 | Dec 3, 2024 |
| Steven Carl Price | Lion Street Advisors, LLC BD affiliated | Reedmark Advisors, LLC institutional | Other | Oct 13, 2025 | Feb 18, 2025 |
| Vincent Ernest Zullo | Lion Street Advisors, LLC BD affiliated | Reedmark Advisors, LLC institutional | Other | Oct 13, 2025 | Mar 4, 2025 |
| Anthony Joseph Pascazio | Sf Advisors other | Reedmark Advisors, LLC institutional | Other | Dec 31, 2015 | Jan 1, 2026 (3654 d) |
Page 1 of 1
4 moves match.