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 Libra Wealth 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
Kristy Lynn ViscontiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLibra Wealth LLC independent RIAWirehouse to independent RIAOct 28, 2025Sep 8, 2026 (315 d)
Stephen MoormanConsolidated Portfolio Review Corp independent RIALibra Wealth LLC independent RIARIA to RIAJun 27, 2025Aug 12, 2025 (46 d)
Paul James DipalmaThe Holland Group, Retirement Wealth Advisors, LLC independent RIALibra Wealth LLC independent RIARIA to RIAJan 30, 2025Feb 28, 2025
Johanna Sanchez AdlesonAspen Capital Management, LLC independent RIALibra Wealth LLC independent RIARIA to RIAMay 12, 2021Jun 9, 2021
Gary Leon CohenChamberlain Financial Planning & Wealth Management independent RIALibra Wealth LLC independent RIARIA to RIADec 31, 2020Mar 17, 2021 (76 d)
Mark Francis AstrinosChamberlain Financial Planning & Wealth Management independent RIALibra Wealth LLC independent RIARIA to RIADec 31, 2020Nov 2, 2021 (306 d)
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6 moves match.