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 One To One, 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 |
|---|---|---|---|---|---|
| Ryan Andrew Zelaski | Tfo Wealth Partners independent RIA | One To One, LLC no RAUM | Other | Mar 8, 2021 | Nov 2, 2017 |
| Vincent Eugene Delicata | Tfo Wealth Partners independent RIA | One To One, LLC no RAUM | Other | Mar 15, 2019 | Mar 7, 2017 |
| Patrick Reed | Tfo Wealth Partners other | One To One, LLC no RAUM | Other | Feb 9, 2018 | Mar 7, 2017 |
| Nina Marie Dipalma | Empower Advisory Group, LLC other | One To One, LLC no RAUM | Other | Dec 19, 2017 | Nov 13, 2017 |
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4 moves match.