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 Avestar Capital, 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.

AdvisorFromToTypeLeftRegistered
Michael Emilio SilvestriJefferies Investment Advisers LLC mixed wealthAvestar Capital, LLC independent RIARIA to RIAAug 19, 2026Jul 13, 2026
Samandar KasimovFrisch Financial Group, Inc. independent RIAAvestar Capital, LLC independent RIARIA to RIANov 6, 2025Apr 19, 2026 (164 d)
Jonathan Daniel ShabanOverbrook Management Corporation independent RIAAvestar Capital, LLC independent RIARIA to RIAJun 10, 2025Jun 25, 2025
Jason McmillenRockefeller Capital Management BD affiliatedAvestar Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2025Jul 2, 2025
Raymond Baldeo BalroopHightower Advisors, LLC BD affiliatedAvestar Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2024Jan 29, 2025 (110 d)
Michael Eric TrappMorgan Stanley wirehouseAvestar Capital, LLC independent RIAWirehouse to independent RIAJul 31, 2023Jul 27, 2023
Michael C KettnerKestra Advisory Services, LLC BD affiliatedAvestar Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2022May 25, 2022
Xerxes Soli MullanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvestar Capital, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 21, 2017Mar 17, 2017
Jennifer Diane WolfMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvestar Capital, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 20, 2017Mar 17, 2017
Sanjeet Kishore DassMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvestar Capital, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 20, 2017Mar 17, 2017
Mark E LebidaAdvice And Planning Services otherAvestar Capital, LLC no RAUMOtherJul 29, 2016May 11, 2017 (286 d)
Christopher DunneJ.P. Morgan Securities LLC wirehouseAvestar Capital, LLC independent RIAWirehouse to independent RIAMay 6, 2015Feb 11, 2022 (2473 d)
Brian James FullertonMerrill Lynch Investment Managers LP unclassifiedAvestar Capital, LLC independent RIAOtherDec 20, 2006Oct 23, 2024 (6517 d)
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13 moves match.