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 Aaron Wealth Advisors

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
Christopher Michael ConmyCwm, LLC BD affiliatedAaron Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2026May 22, 2026 (72 d)
Matthew Robert McbroomSbc Wealth Management independent RIAAaron Wealth Advisors independent RIARIA to RIAAug 31, 2023Sep 19, 2023
Tomasz GogolaMainstreet Advisors mixed wealthAaron Wealth Advisors independent RIARIA to RIAJun 8, 2023Jun 19, 2023
Alexander Eugene FedynskyGoldman Sachs Wealth Services, L.P. BD affiliatedAaron Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2022Jan 26, 2022
Vincent Dominic BaroneWells Fargo Advisors wirehouseAaron Wealth Advisors independent RIAWirehouse to independent RIAJan 16, 2019Feb 4, 2019
Konstantine William AndrakakosWells Fargo Advisors wirehouseAaron Wealth Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 2, 2012Sep 21, 2018 (2423 d)
Page 1 of 1
6 moves match.