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 Diamond Client Group, 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 |
|---|---|---|---|---|---|
| Jeffrey C Goering | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2025 | Jul 23, 2026 (258 d) |
| Caeden Goering | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Sep 29, 2025 |
| Andre James Baldanza | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2024 | Nov 25, 2024 |
| Jonathan Rowe Salvato | Cerity Partners LLC independent RIA | Diamond Client Group, LLC independent RIA | RIA to RIA | Jan 9, 2024 | Aug 9, 2024 (213 d) |
| David Ray Luedecke | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2023 | Dec 14, 2023 |
| Dylan Clark | Arpp state registered | Diamond Client Group, LLC independent RIA | Other | Mar 29, 2023 | Apr 4, 2023 |
| William Edward Grant | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2023 | Mar 13, 2023 |
| Jeffrey James Savois | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2023 | Mar 12, 2023 |
| Michael Adam Sitzman | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 26, 2021 | Oct 29, 2021 |
| David Gene Morris | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Mar 12, 2021 (71 d) |
| Brian Curtis Cheatham | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Mar 12, 2021 (71 d) |
| Lucas Wayne Cheatham | MML Investors Services, LLC BD affiliated | Diamond Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2020 | Dec 23, 2020 |
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12 moves match.