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 Revolve Wealth Partners, 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 |
|---|---|---|---|---|---|
| Richard Burton Rowehl | Mma Securities LLC no RAUM | Revolve Wealth Partners, LLC independent RIA | Other | Oct 3, 2025 | Oct 10, 2025 |
| Alexandra Mary Rooney | Scs Capital Management LLC independent RIA | Revolve Wealth Partners, LLC independent RIA | RIA to RIA | Apr 19, 2023 | May 12, 2023 |
| Jayme-Lee C Kyritz | Morgan Stanley wirehouse | Revolve Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Aug 14, 2020 | Jan 27, 2021 (166 d) |
| Michael Scott Israel | Oppenheimer & Co. Inc. other | Revolve Wealth Partners, LLC no RAUM | Other | May 5, 2017 | May 23, 2017 |
| Daniel Lawrence Katz | Oppenheimer & Co. Inc. other | Revolve Wealth Partners, LLC no RAUM | Other | May 5, 2017 | Apr 28, 2017 |
| Logan Matthew Trenz | Oppenheimer & Co. Inc. other | Revolve Wealth Partners, LLC no RAUM | Other | May 5, 2017 | May 23, 2017 |
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6 moves match.