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 Able 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.

AdvisorFromToTypeLeftRegistered
Simcha Bunim GoldbergPark Avenue Securities LLC BD affiliatedAble Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2023Jan 31, 2023
Elchanan Nmn AbramowitzSterling Wealth Management, LLC independent RIAAble Wealth Management LLC independent RIARIA to RIAMay 2, 2022Apr 28, 2022
Chaim Meir WeinrebSecurian Financial Services, Inc. BD affiliatedAble Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2019Jan 29, 2019
Yoel KaplowitzSecurian Financial Services, Inc. BD affiliatedAble Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2018Sep 5, 2018
Seth Philip HodesSecurian Financial Services, Inc. BD affiliatedAble Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2018Aug 22, 2018
Bryan David SitzerMML Investors Services, LLC BD affiliatedAble Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2018Jun 8, 2022 (1444 d)
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6 moves match.