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 Fitzwilliams Wealth Management Inc.

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
Fernando A GimenezPrime Fiduciary state registeredFitzwilliams Wealth Management Inc. independent RIAOtherSep 9, 2026Feb 9, 2026
Michael Howard SpencerTucker Asset Management LLC independent RIAFitzwilliams Wealth Management Inc. independent RIARIA to RIANov 12, 2025Nov 24, 2025
Jason Palomares LavariasAe Wealth Management, LLC BD affiliatedFitzwilliams Wealth Management Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2021Dec 1, 2021
Brian Joseph LindbergAe Wealth Management, LLC BD affiliatedFitzwilliams Wealth Management Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2021Jun 1, 2021 (35 d)
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4 moves match.