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 Madison Global 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Drew Shea Gordon | Fusion Family Wealth, LLC independent RIA | Madison Global Advisors LLC independent RIA | RIA to RIA | Mar 4, 2026 | Mar 6, 2026 |
| Alan Robert Sasserath | Shelter Rock Management, LLC independent RIA | Madison Global Advisors LLC independent RIA | RIA to RIA | May 25, 2023 | Apr 11, 2023 |
| Brian David Rockowitz | Aegis Capital Corp. BD affiliated | Madison Global Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2019 | Aug 15, 2019 |
| John Henry Cierski | Trident Advisors LLC state registered | Madison Global Advisors LLC independent RIA | Other | Jan 8, 2018 | Oct 19, 2021 (1380 d) |
| David Stanley Kaplan | Trident Advisors LLC state registered | Madison Global Advisors LLC independent RIA | Other | Jan 5, 2018 | Nov 15, 2021 (1410 d) |
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5 moves match.