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 Quartz Partners Investment Management

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.

AdvisorFromToTypeLeftRegistered
Lambert Cadwalader BunkerAthenainvest Advisors LLC otherQuartz Partners Investment Management independent RIAOtherJun 8, 2026Apr 28, 2026
David Joseph StockAthenainvest Advisors LLC otherQuartz Partners Investment Management independent RIAOtherJun 8, 2026Jun 11, 2026
Charles Thomas HowardAthenainvest Advisors LLC otherQuartz Partners Investment Management independent RIAOtherJun 8, 2026Apr 27, 2026
Andrew Charles HowardAthenainvest Advisors LLC otherQuartz Partners Investment Management independent RIAOtherJun 8, 2026Apr 27, 2026
Michael J KulinskiCetera Investment Advisers LLC BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2026Apr 30, 2026
Jorge Luis TaverasurenaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseQuartz Partners Investment Management independent RIAWirehouse to independent RIAApr 10, 2026May 12, 2026 (32 d)
Eric Michael ReedMML Investors Services, LLC BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2025Jan 14, 2026
Joseph NassarPacer Advisors, Inc. asset managerQuartz Partners Investment Management independent RIAOtherSep 4, 2025Sep 16, 2025
Joshua Tyler GilbertBrighton Securities Corp. independent RIAQuartz Partners Investment Management independent RIARIA to RIAJul 14, 2025Jul 16, 2025
Benjamin Christian GeraldMML Investors Services, LLC BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2025May 22, 2025
David Matthew CroceAdvice And Planning Services BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2025Sep 4, 2026 (513 d)
Mark Joseph LandauMinichmacgregor Wealth Management, LLC independent RIAQuartz Partners Investment Management independent RIARIA to RIAMar 27, 2025Apr 21, 2025
Ross Paul BrunerMML Investors Services, LLC BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2025May 12, 2025 (47 d)
Anthony F SpencerPark Avenue Securities LLC BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2025Mar 4, 2025
David BossovFifth Third Securities, Inc. BD affiliatedQuartz Partners Investment Management independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2024Apr 1, 2025 (102 d)
Tyson Mcginn MarlowKalos Management independent RIAQuartz Partners Investment Management independent RIARIA to RIAAug 30, 2023Aug 29, 2023
Donald Joe FlorenceKalos Management independent RIAQuartz Partners Investment Management independent RIARIA to RIAAug 30, 2023Aug 16, 2023
Joseph William ArenaPageone Financial, Inc. otherQuartz Partners Investment Management no RAUMOtherDec 23, 2014Jan 27, 2015 (35 d)
Kyle Patrick WebberPageone Financial, Inc. otherQuartz Partners Investment Management no RAUMOtherDec 23, 2014Jan 27, 2015 (35 d)
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19 moves match.