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 Blackdiamond Wealth Management, 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 |
|---|---|---|---|---|---|
| Jorge Luis Pizarro | Osaic Wealth, Inc. BD affiliated | Blackdiamond Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Jul 23, 2025 |
| Kevin Gregg Derosa | Your Planning Partner LLC state registered | Blackdiamond Wealth Management, LLC independent RIA | Other | Dec 1, 2021 | Dec 13, 2021 |
| Debra Leigh Noble | UBS Financial Services Inc. wirehouse | Blackdiamond Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 17, 2020 | Jun 29, 2021 (469 d) |
| Kenneth E Nuttall | Signator Investors, Inc. other | Blackdiamond Wealth Management, LLC independent RIA | Other | Mar 19, 2018 | Dec 2, 2019 (623 d) |
| Sean Merideth Hollitz | MML Investors Services, LLC other | Blackdiamond Wealth Management, LLC independent RIA | Other | Mar 6, 2018 | Oct 21, 2020 (960 d) |
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5 moves match.