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 Accretive 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 |
|---|---|---|---|---|---|
| John Christopher Moynihan | Waterstone Wealth Advisors, LLC independent RIA | Accretive Wealth Partners, LLC independent RIA | RIA to RIA | Jul 7, 2026 | Apr 27, 2026 |
| Gary Christopher Ribe | Macro Consulting Group independent RIA | Accretive Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 11, 2019 | Feb 8, 2019 |
| Stephen Dino Esposito | Macro Consulting Group independent RIA | Accretive Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 11, 2019 | Feb 8, 2019 |
| Eric Anthony Furey | Regentatlantic independent RIA | Accretive Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Dec 19, 2018 | Mar 13, 2019 (84 d) |
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4 moves match.