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 Darden Wealth Group
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 |
|---|---|---|---|---|---|
| Andrea Lee Russo | Altrius Capital Management, Inc. independent RIA | Darden Wealth Group independent RIA | RIA to RIA | Jan 21, 2026 | May 14, 2026 (113 d) |
| Hylan Charles Moises | Commonwealth Financial Network national BD | Darden Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2022 | Jul 18, 2022 |
| David Andrew Mcneely | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Darden Wealth Group independent RIA | Wirehouse to independent RIA | Sep 25, 2019 | Sep 26, 2019 |
| Mark Minder | Chisholm & Dames Inc other | Darden Wealth Group independent RIA | Other | Sep 17, 2018 | May 17, 2018 |
| Andrea Bernardini Darden | Chisholm & Dames Inc other | Darden Wealth Group independent RIA | Other | Sep 13, 2018 | May 16, 2018 |
| Nikhil K Majithia | Pension Consultants Inc no RAUM | Darden Wealth Group independent RIA | Other | Feb 11, 2015 | May 16, 2018 (1190 d) |
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6 moves match.