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 Black Swift Group, 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 |
|---|---|---|---|---|---|
| Ashley Nicole Papa | Digital Ascension Group - Wealth other | Black Swift Group, LLC independent RIA | Other | Jul 10, 2026 | Sep 16, 2026 (68 d) |
| Adam Charles Vrablec | Wells Fargo Advisors wirehouse | Black Swift Group, LLC independent RIA | Wirehouse to independent RIA | Nov 12, 2024 | Jan 14, 2026 (428 d) |
| Justin Paul Montreuil | Newedge Advisors BD affiliated | Black Swift Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2023 | Jul 27, 2023 |
| Natasha Sophia Gunberg | Personal Capital Advisors Corporation independent RIA | Black Swift Group, LLC mixed wealth | RIA to RIA | Jun 27, 2019 | Jul 2, 2019 |
| Gregory Joel Casals | Fortis Asset Management other | Black Swift Group, LLC independent RIA | Other | Jan 18, 2017 | Dec 14, 2023 (2521 d) |
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5 moves match.