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 Attleboro Wealth Management 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 |
|---|---|---|---|---|---|
| David John White | Fisher Investments independent RIA | Attleboro Wealth Management LLC independent RIA | RIA to RIA | Mar 13, 2025 | Apr 27, 2026 (410 d) |
| Jesse Daniel D'Elia | Vanguard Advisers, Inc. BD affiliated | Attleboro Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2025 | Feb 10, 2025 |
| Lidia G Amodei | Allspring Funds Management, LLC asset manager | Attleboro Wealth Management LLC independent RIA | Other | Jan 31, 2024 | May 26, 2025 (481 d) |
| Dawn Marie Santoriello | Efficient Advisors independent RIA | Attleboro Wealth Management LLC independent RIA | RIA to RIA | Oct 5, 2022 | Oct 4, 2022 |
| Mark Joseph Byelich | Kestra Advisory Services, LLC BD affiliated | Attleboro Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 14, 2022 | Feb 14, 2022 |
| Emily Christine Wheeler | Kestra Advisory Services, LLC BD affiliated | Attleboro Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 14, 2022 | Feb 11, 2022 |
Page 1 of 1
6 moves match.