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 Rebellion Asset Management, 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 |
|---|---|---|---|---|---|
| Gery Joseph Sadzewicz | Rebellion Capital Advisors, LLC unclassified | Rebellion Asset Management, LLC state registered | Other | Jan 5, 2026 | Mar 24, 2021 |
| Jeffrey Hans Melgard | Rebellion Capital Advisors, LLC unclassified | Rebellion Asset Management, LLC state registered | Other | Jan 2, 2026 | Jan 22, 2024 |
| Todd Dennis Raarup | Rebellion Capital Advisors, LLC unclassified | Rebellion Asset Management, LLC state registered | Other | Jan 2, 2026 | Jan 1, 2026 |
| Alan William Charach | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rebellion Asset Management, LLC state registered | Wirehouse to a state-registered adviser | Jun 25, 2019 | Jul 11, 2019 |
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4 moves match.