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 Castle Island Wealth
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 |
|---|---|---|---|---|---|
| William Thomas Urquhart | Longhorn Investments, Inc. unclassified | Castle Island Wealth independent RIA | Other | Dec 31, 2025 | Jan 2, 2026 |
| Alexia Mccluskey | Global Trust independent RIA | Castle Island Wealth independent RIA | RIA to RIA | Dec 31, 2024 | May 15, 2025 (135 d) |
| Kevin Michael Mccluskey | Raymond James & Associates, Inc. national BD | Castle Island Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 30, 2018 | Apr 3, 2018 |
Page 1 of 1
3 moves match.