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 Orba Wealth 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 |
|---|---|---|---|---|---|
| Michael Spero Furla | The Mather Group, LLC independent RIA | Orba Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 14, 2024 | Feb 14, 2025 (245 d) |
| James V Petitpren | Iht Wealth Management LLC independent RIA | Orba Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 24, 2018 | Nov 1, 2018 |
| Luke M Schillo | Telemus Capital, LLC independent RIA | Orba Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 3, 2018 | Nov 1, 2018 (90 d) |
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3 moves match.