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 Quent Capital, 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 |
|---|---|---|---|---|---|
| Qihang Yao | J.P. Morgan Securities LLC wirehouse | Quent Capital, LLC independent RIA | Wirehouse to independent RIA | Feb 18, 2026 | Mar 31, 2026 (41 d) |
| Robert James Sollazzo | Cerity Partners LLC independent RIA | Quent Capital, LLC independent RIA | RIA to RIA | May 19, 2025 | Jul 7, 2025 (49 d) |
| William Albert Jollie | People'S United Advisors, Inc. mixed wealth | Quent Capital, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Jun 13, 2024 (530 d) |
| Keri Robyn Primack | People'S United Advisors, Inc. mixed wealth | Quent Capital, LLC independent RIA | RIA to RIA | Dec 23, 2021 | Mar 8, 2022 (75 d) |
| Gregg Scott Fisher | People'S United Advisors, Inc. mixed wealth | Quent Capital, LLC independent RIA | RIA to RIA | Nov 11, 2019 | Feb 19, 2021 (466 d) |
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5 moves match.