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 Enza Financial, 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 |
|---|---|---|---|---|---|
| Drew M Gill | Golden Reserve Retirement, LLC independent RIA | Enza Financial, LLC independent RIA | RIA to RIA | May 5, 2026 | Jul 17, 2026 (73 d) |
| Michael Glenn Rinaldi | M Holdings Securities, Inc. BD affiliated | Enza Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2024 | Feb 28, 2024 |
| Scott Gerald Fischer | Gwn Securities Inc. other | Enza Financial, LLC independent RIA | Other | Sep 1, 2011 | Nov 17, 2021 (3730 d) |
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3 moves match.