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 Craft Wealth Services

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
Nishann C LanataFirst Command Advisory Services BD affiliatedCraft Wealth Services independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2024May 8, 2024
Michael MannaLPL Financial LLC BD affiliatedCraft Wealth Services independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2023Jun 13, 2023
William P HallmannLPL Financial LLC BD affiliatedCraft Wealth Services independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2023Jan 1, 2025 (569 d)
Jeff Michael DoanCapital One Advisors, LLC BD affiliatedCraft Wealth Services independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2018Apr 30, 2018
Evan Andrew ChiarenzelliOppenheimer & Co. Inc. otherCraft Wealth Services independent RIAOtherSep 8, 2017Apr 25, 2019 (594 d)
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5 moves match.