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 Kinetic Wealth Investment Advisors, 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 |
|---|---|---|---|---|---|
| Brandon Scott Rotsky | Sage Private Wealth Group, LLC independent RIA | Kinetic Wealth Investment Advisors, LLC independent RIA | RIA to RIA | Sep 15, 2023 | Jan 11, 2024 (118 d) |
| Everard Bond Corcoran | Ameriprise Financial Services, LLC national BD | Kinetic Wealth Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2021 | Jan 7, 2026 (1566 d) |
| Richard Mark Packer | Skylight Financial Services LLC unclassified | Kinetic Wealth Investment Advisors, LLC independent RIA | Other | Jun 30, 2003 | Dec 14, 2020 (6377 d) |
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3 moves match.