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 Riversedge 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
Marisa Ann FaccioloTruist Advisory Services, Inc. BD affiliatedRiversedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2026May 11, 2026 (122 d)
Jaime Suzanne CutterMorgan Stanley wirehouseRiversedge Advisors independent RIAWirehouse to independent RIAMay 2, 2025Jun 10, 2025 (39 d)
Kay Ellen KidwellStrategic Advisers LLC national BDRiversedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2025Jun 18, 2025 (72 d)
Mark Henry EgglestonMycio Wealth Partners, LLC independent RIARiversedge Advisors independent RIARIA to RIAAug 8, 2024Apr 27, 2025 (262 d)
Bryan Daniel DalesandroConcentus Wealth Advisors independent RIARiversedge Advisors independent RIARIA to RIAOct 30, 2023Jan 2, 2024 (64 d)
Jason Ryan SalmonVanguard Advisers, Inc. BD affiliatedRiversedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2023Jun 4, 2024 (286 d)
Gary Paul DiegertMycio Wealth Partners, LLC independent RIARiversedge Advisors independent RIARIA to RIAJun 28, 2021Feb 4, 2022 (221 d)
Katherine Elizabeth F DavisCommonwealth Financial Network national BDRiversedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2021Jan 26, 2026 (1823 d)
Michael A LevyAmeriprise Financial Services, LLC national BDRiversedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2020Jul 24, 2020
Brian Jason CarneyCambridge Investment Research Advisors, Inc. BD affiliatedRiversedge Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 15, 2018Oct 9, 2018
Jarrett Franklin MorrisCambridge Investment Research Advisors, Inc. BD affiliatedRiversedge Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 10, 2018Oct 1, 2018
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11 moves match.