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 Fermata 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mariam Sherilyn Saboori Shamlow | Global Retirement Partners LLC institutional | Fermata Advisors independent RIA | Other | Jan 10, 2025 | Jan 1, 2026 (356 d) |
| Zachary James Weirich | Cetera Investment Advisers LLC BD affiliated | Fermata Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2024 | Jul 1, 2024 |
| Mason Garth Moore | Global Retirement Partners LLC institutional | Fermata Advisors independent RIA | Other | Nov 15, 2023 | Nov 14, 2023 |
| Russell Daniel Van Sistine | Edward Jones national BD | Fermata Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2021 | Jul 23, 2021 |
| Kevin Charles Morrow | Wells Fargo Advisors wirehouse | Fermata Advisors independent RIA | Wirehouse to independent RIA | May 20, 2021 | May 17, 2021 |
| Ben Frank Sedillo | Wells Fargo Advisors wirehouse | Fermata Advisors independent RIA | Wirehouse to independent RIA | May 20, 2021 | May 17, 2021 |
| Adilene Calixtro | U.S. Bancorp Investments, Inc. BD affiliated | Fermata Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2021 | Feb 18, 2021 |
| Todd Arthur Gomes | Wells Fargo Advisors wirehouse | Fermata Advisors independent RIA | Wirehouse to independent RIA | Jan 15, 2021 | Dec 16, 2020 |
| William Stephen Murray | Cetera Advisor Networks LLC BD affiliated | Fermata Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Jan 12, 2023 (742 d) |
| Christopher David Sipes | Enso Wealth Management, LLC independent RIA | Fermata Advisors no RAUM | Other | Dec 31, 2020 | Sep 30, 2019 |
| Zachary Paul | Edward Jones national BD | Fermata Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2020 | Oct 16, 2020 |
| Daren E Blonski | Enso Wealth Management, LLC independent RIA | Fermata Advisors no RAUM | RIA to a newly registered adviser | Jan 31, 2020 | Sep 30, 2019 |
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12 moves match.