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 Fourth Dimension Wealth, 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 |
|---|---|---|---|---|---|
| Michael John Fedj | Raymond James & Associates, Inc. national BD | Fourth Dimension Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | May 29, 2026 |
| Joseph John Rudnicki | Strategic Wealth Partners, Ltd. independent RIA | Fourth Dimension Wealth, LLC independent RIA | RIA to RIA | Aug 26, 2024 | Aug 17, 2024 |
| Salvatore John Dangelo | Cetera Investment Advisers LLC BD affiliated | Fourth Dimension Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | Apr 30, 2024 |
| James Fredrick Collins | Edward Jones national BD | Fourth Dimension Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2022 | Aug 29, 2022 |
| Philip O'Toole | Amundi Asset Management US, Inc. asset manager | Fourth Dimension Wealth, LLC independent RIA | Other | May 20, 2022 | Jun 13, 2022 |
| Douglas Ryan Magers | Stratos Wealth Partners, Ltd independent RIA | Fourth Dimension Wealth, LLC independent RIA | RIA to RIA | Mar 23, 2020 | Mar 18, 2020 |
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6 moves match.