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 Solyco Wealth 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.

AdvisorFromToTypeLeftRegistered
Samuel James GettisJ.P. Morgan Securities LLC wirehouseSolyco Wealth LLC independent RIAWirehouse to independent RIAJul 5, 2026Jul 22, 2026
Jamie Lee RothAe Wealth Management, LLC BD affiliatedSolyco Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2026Feb 16, 2026
Derek J PodolakGladstone Wealth Partners independent RIASolyco Wealth LLC independent RIARIA to RIANov 13, 2025Nov 20, 2025
Evan Garrett GruchotGfg Solutions independent RIASolyco Wealth LLC independent RIARIA to RIASep 1, 2025Jan 2, 2026 (123 d)
Tinja AndersonGfg Solutions independent RIASolyco Wealth LLC independent RIARIA to RIAJun 9, 2025Aug 25, 2025 (77 d)
Kevin Ellis-RutherfordHightower Advisors, LLC BD affiliatedSolyco Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2024Sep 3, 2026 (699 d)
Vito Peter GioiaKey Investment Services LLC BD affiliatedSolyco Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2022Aug 15, 2022 (39 d)
Curtis Ryan TrimbleAmeriprise Financial Services, LLC national BDSolyco Wealth LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2020Jul 19, 2021 (497 d)
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8 moves match.