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 Barlas O'Reilly 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anthony Leonard Geraci | Tag Investment Advisors, LLC unclassified | Barlas O'Reilly Wealth Management, LLC state registered | Other | Mar 21, 2025 | May 7, 2025 (47 d) |
| Ryan Joseph Mccarty | Trac Asset Management LLC state registered | Barlas O'Reilly Wealth Management, LLC state registered | Other | Aug 22, 2019 | Sep 4, 2019 |
| Terrence F O'Reilly | Freedom Investment Management, Inc. independent RIA | Barlas O'Reilly Wealth Management, LLC state registered | RIA to a state-registered adviser | Dec 31, 2018 | Oct 22, 2018 |
Page 1 of 1
3 moves match.