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 Curated Wealth Partners, 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 |
|---|---|---|---|---|---|
| Ryan J Reid | J.P. Morgan Securities LLC wirehouse | Curated Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Jul 27, 2025 | Aug 12, 2025 |
| Sarah Elizabeth Ellis | Morton Wealth independent RIA | Curated Wealth Partners, LLC independent RIA | RIA to RIA | Jun 20, 2023 | Jun 28, 2023 |
| Lee Benjamin Hutter | Deutsche Bank Securities Inc. BD affiliated | Curated Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 20, 2018 | Sep 12, 2018 |
| Richard Alan Ward | Deutsche Bank Securities Inc. BD affiliated | Curated Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2018 | Dec 5, 2025 (2635 d) |
| John Leighton Sullivan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Curated Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Jul 7, 2017 | Nov 26, 2024 (2699 d) |
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5 moves match.