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 Arcadia Wealth 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 |
|---|---|---|---|---|---|
| Glenn Sullivan | Equitable Advisors, LLC national BD | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | May 1, 2026 |
| William James Salazar | Commonwealth Financial Network national BD | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Apr 9, 2026 |
| Timothy Spampinato | Equitable Advisors, LLC national BD | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2025 | Jun 10, 2025 (132 d) |
| Joel Silloway | Northwestern Mutual Investment Services,LLC no RAUM | Arcadia Wealth Management, LLC independent RIA | Other | Oct 16, 2024 | Nov 15, 2024 |
| Bernard John Lynch | Fidelity Personal And Workplace Advisors BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2024 | Jul 9, 2024 |
| Trever Lawrence Robbins | Avantax Advisory Services BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2023 | May 16, 2024 (267 d) |
| Ryan Raphael | Level Four Advisory Services BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 15, 2023 | Jul 14, 2023 |
| Kevin Jonathan Toohey | Fidelity Personal And Workplace Advisors BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2023 | Oct 23, 2024 (581 d) |
| Christopher Robert Dube | Citizens Securities, Inc. BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2021 | Jun 30, 2021 |
| James Patrick Moran | Fidelity Personal And Workplace Advisors BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2020 | Jun 29, 2021 (301 d) |
| Christopher Scott Carter | Td Private Client Wealth LLC BD affiliated | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2019 | Aug 7, 2025 (2169 d) |
| Sarah Katherine Mcdonald | Edward Jones national BD | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2017 | Oct 2, 2017 |
| Andrew Joseph Camlin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Arcadia Wealth Management, LLC independent RIA | Wirehouse to independent RIA | May 8, 2017 | May 5, 2017 |
| Michael Richard Panico | Gwn Securities Inc. other | Arcadia Wealth Management, LLC independent RIA | Other | Oct 31, 2016 | Oct 7, 2016 |
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14 moves match.