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 Presidio Capital 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
Stone Evan ChurbyWeatherly Asset Management independent RIAPresidio Capital Management, LLC independent RIARIA to RIAJun 22, 2026Jun 30, 2026
Francis Edwin EdsallVirtus Investment Advisers, LLC asset managerPresidio Capital Management, LLC independent RIAOtherJun 30, 2025Aug 21, 2025 (52 d)
Jonathan Yuri FreemanAxxcess Wealth Management, LLC independent RIAPresidio Capital Management, LLC independent RIARIA to RIAJan 27, 2025Feb 18, 2025
David ChenetParadigm Wealth Advisory LLC independent RIAPresidio Capital Management, LLC independent RIARIA to RIADec 9, 2022Dec 8, 2022
Dustin S TenbroeckCetera Investment Advisers LLC BD affiliatedPresidio Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 24, 2021Jan 1, 2026 (1499 d)
Joseph Michael StellaFirst Allied Advisory Services, Inc. BD affiliatedPresidio Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jan 30, 2020
Matthew Gadingan ValleboFirst Allied Advisory Services, Inc. BD affiliatedPresidio Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jan 30, 2020
Jamie Michael LimaFidelity Personal And Workplace Advisors BD affiliatedPresidio Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2020Feb 28, 2020
Blake Frederick FeindelCentura Wealth Advisory independent RIAPresidio Capital Management, LLC independent RIARIA to RIAJan 2, 2020May 24, 2021 (508 d)
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9 moves match.