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 Performance Wealth

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.

AdvisorFromToTypeLeftRegistered
Wojciech WojcikMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePerformance Wealth independent RIAWirehouse to independent RIAFeb 5, 2025Jan 30, 2025
Thomas John SalvinoWilliam Blair & Company L.L.C. BD affiliatedPerformance Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 9, 2021Jan 19, 2021
John Paul SalvinoWilliam Blair & Company L.L.C. BD affiliatedPerformance Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 9, 2021Jan 26, 2021
Ryan William GoughWilliam Blair & Company L.L.C. BD affiliatedPerformance Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 9, 2021Jan 26, 2021
Anes KadiricWilliam Blair & Company L.L.C. BD affiliatedPerformance Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 9, 2021Jan 26, 2021
Charles Ronald LesserBalasa Dinverno Foltz LLC independent RIAPerformance Wealth no RAUMRIA to a newly registered adviserNov 4, 2020Jan 17, 2021 (74 d)
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6 moves match.