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 Purposepath Capital, 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 |
|---|---|---|---|---|---|
| Benjamin Harris | Foundations Investment Advisors LLC independent RIA | Purposepath Capital, LLC state registered | RIA to a state-registered adviser | Mar 3, 2026 | Apr 1, 2026 |
| Nicholas Troiani | Saxony Capital Management, LLC independent RIA | Purposepath Capital, LLC state registered | RIA to a state-registered adviser | Oct 7, 2025 | Oct 13, 2025 |
| Ryan Laurence Furlong | Facet independent RIA | Purposepath Capital, LLC state registered | RIA to a state-registered adviser | Nov 9, 2023 | Nov 17, 2023 |
| Michael Gerlando Disalvo | Krilogy independent RIA | Purposepath Capital, LLC state registered | RIA to a state-registered adviser | Jun 30, 2021 | Aug 26, 2021 (57 d) |
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4 moves match.