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 Singer Wealth Advisors 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 |
|---|---|---|---|---|---|
| Brandon Scott Judas | Neil Jesani Wealth Management independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Aug 11, 2026 | Aug 20, 2026 |
| Thomas Lee Maples | Ot Advisors LLC asset manager | Singer Wealth Advisors LLC independent RIA | Other | Jul 29, 2026 | Aug 19, 2026 |
| Thomas James Murray | Focus Partners Wealth, LLC independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Oct 10, 2025 | Oct 27, 2025 |
| Evan G Mcleod | Rwa Advisors mixed wealth | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Jun 23, 2025 | Jul 25, 2025 (32 d) |
| Veronica M Gillotte | Strategic Wealth Investment Group, LLC independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | May 13, 2025 | Jun 30, 2025 (48 d) |
| Nicholas Daniel Castellano | Primerica Advisors national BD | Singer Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Jan 31, 2025 |
| Leah Trietiak | Apo Financial Services, LLC independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Jul 9, 2024 | Jul 20, 2024 |
| Kurt Stein | Quint Capital Management independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Nov 22, 2023 | Nov 7, 2024 (351 d) |
| Jacob Edward Butler | Advice And Planning Services BD affiliated | Singer Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2023 | Jul 11, 2023 |
| David L Sutherland | Morgan Stanley wirehouse | Singer Wealth Advisors LLC independent RIA | Wirehouse to independent RIA | Jun 6, 2023 | Jun 21, 2023 |
| Brett Michael Maggard | Integrity Alliance, LLC independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Dec 12, 2022 | Jan 1, 2025 (751 d) |
| Dylan Clyde Smith | Edelman Financial Engines mixed wealth | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Sep 14, 2022 | Sep 22, 2022 |
| Ariel Emanuel Moyano | Castle Wealth Management independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Sep 12, 2022 | Sep 21, 2022 |
| Michael Robert Godeanu | Pruco Securities, LLC BD affiliated | Singer Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2022 | Jul 25, 2022 (39 d) |
| Keith Eric Singer | Investacorp Advisory Services Inc BD affiliated | Singer Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2018 | Nov 30, 2021 (1321 d) |
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15 moves match.