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 Centurion Wealth Management
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 |
|---|---|---|---|---|---|
| Dennis Miles Campbell | Metrics Money Management, LLC unclassified | Centurion Wealth Management independent RIA | Other | Jul 14, 2025 | Jul 14, 2025 |
| Alex Vazquez | Mariner BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2025 | May 16, 2025 (78 d) |
| Jacob Alan Gurock | Cerity Partners LLC independent RIA | Centurion Wealth Management independent RIA | RIA to RIA | Jan 16, 2025 | Jan 21, 2025 |
| Wendy Ann Payne | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2022 | Aug 10, 2022 |
| David Bogonovich | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2022 | Jul 7, 2022 |
| Marc Andrew Aguilar | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2022 | Jun 1, 2022 |
| Mark Coleman Mckaig | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2022 | May 20, 2022 |
| Darren Louis Colananni | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2022 | May 20, 2022 |
| Sterling Dwight Neblett | Spire Wealth Management, LLC BD affiliated | Centurion Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 28, 2022 | Apr 28, 2022 |
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9 moves match.