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 Benchmark Financial Wealth Advisors 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
Joseph F ScutellaroCohnreznick Wealth Management LLC state registeredBenchmark Financial Wealth Advisors LLC independent RIAOtherMar 4, 2026Feb 25, 2026
Lawson P WlodkowskiMorgan Stanley wirehouseBenchmark Financial Wealth Advisors LLC independent RIAWirehouse to independent RIAMay 28, 2024Sep 4, 2025 (464 d)
Daniel R LeveneFidelity Personal And Workplace Advisors BD affiliatedBenchmark Financial Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2021May 12, 2021 (98 d)
Roger Steven KalinaAmerican Portfolios Advisors, Inc otherBenchmark Financial Wealth Advisors LLC no RAUMOtherJul 14, 2017Jul 17, 2017
Daniel Jason SegalProfessional Planning Services otherBenchmark Financial Wealth Advisors LLC no RAUMOtherJul 13, 2017Jul 17, 2017
Philip Nathanael PiedtProfessional Planning Services otherBenchmark Financial Wealth Advisors LLC no RAUMOtherJul 13, 2017Jul 17, 2017
Jose BaezOppenheimer & Co. Inc. otherBenchmark Financial Wealth Advisors LLC independent RIAOtherJul 19, 2016Apr 29, 2024 (2841 d)
Dan Christian RoehmFreedom Wealth Advisors, LLC unclassifiedBenchmark Financial Wealth Advisors LLC otherOtherFeb 26, 2016Oct 6, 2017 (588 d)
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8 moves match.