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 Exos Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Clay Michael Kazmierski | Cwm, LLC BD affiliated | Exos Wealth Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 2, 2023 | Nov 16, 2023 |
| Steven Brian Castro | Centric Advisors, LLC independent RIA | Exos Wealth Strategies, LLC state registered | RIA to a state-registered adviser | Dec 21, 2022 | Oct 13, 2023 (296 d) |
| Kaylin Marie Campbell | Park Avenue Securities LLC BD affiliated | Exos Wealth Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 1, 2022 | Sep 1, 2023 (396 d) |
| Ian Weiner | Ae Wealth Management, LLC BD affiliated | Exos Wealth Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 14, 2021 | Feb 11, 2022 (212 d) |
| Job Marcel Louimeus | Centric Advisors, LLC independent RIA | Exos Wealth Strategies, LLC state registered | RIA to a state-registered adviser | Jun 19, 2020 | Oct 19, 2020 (122 d) |
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5 moves match.