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 Entrewealth

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
Austin James DeleryCwm, LLC BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2026Sep 15, 2026
Joseph Randolph IngramCentric Advisors, LLC independent RIAEntrewealth independent RIARIA to RIAApr 10, 2026Apr 14, 2026
Vincent Anthony DamianiCorient independent RIAEntrewealth independent RIARIA to RIAApr 1, 2026Apr 15, 2026
Samuel KimSanctuary Advisors, LLC BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Apr 15, 2026
Macord Henri ForanThurston Springer Advisors BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2026Jan 26, 2026
Braxton KingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEntrewealth independent RIAWirehouse to independent RIAMar 17, 2026Apr 12, 2026
Dylan VeatchHightower Advisors, LLC BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2026Feb 23, 2026 (31 d)
Zoe BenderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEntrewealth independent RIAWirehouse to independent RIAJan 12, 2026Jan 28, 2026
Isabelle Marie BealKingswood Wealth Advisors, LLC BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2025Jan 1, 2026 (49 d)
Rafael KronenbergStrategic Advisers LLC national BDEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAOct 1, 2025Apr 22, 2026 (203 d)
Joshua Dylan MumperVance Wealth independent RIAEntrewealth independent RIARIA to RIAApr 3, 2025Apr 14, 2025
Douglas William AumontArkadios Wealth Advisors BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2025Apr 10, 2025
Stephen MandracchiaDew Wealth Management independent RIAEntrewealth independent RIARIA to RIAFeb 19, 2025Feb 27, 2025
Matthew Robert HillerMML Investors Services, LLC BD affiliatedEntrewealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2025Feb 19, 2025
Craig Aaron SlaubaughThe Coury Firm independent RIAEntrewealth independent RIARIA to RIAJan 10, 2025Jul 26, 2026 (562 d)
Matthew Kelly SandstromChapwood Capital Investment Management, LLC independent RIAEntrewealth independent RIARIA to RIASep 10, 2024Sep 12, 2024
Wesley James LeftwichDew Wealth Management independent RIAEntrewealth independent RIARIA to RIAJun 18, 2024Aug 26, 2024 (69 d)
Andrew Paul VinciguerraOne Charles Private Wealth independent RIAEntrewealth independent RIARIA to RIADec 22, 2023Jan 15, 2024
John Michael GamboneVital Capital LLC state registeredEntrewealth independent RIAOtherJul 18, 2023Jul 20, 2023
Michael Allen HarrisVital Capital LLC state registeredEntrewealth independent RIAOtherJul 18, 2023Jul 20, 2023
Jeffrey Edward SochaCentral Wealth Management LLC independent RIAEntrewealth independent RIARIA to RIAFeb 2, 2022Dec 14, 2021
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21 moves match.