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 Vital Capital 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 |
|---|---|---|---|---|---|
| Julian Mitchell Arndt | Ae Wealth Management, LLC BD affiliated | Vital Capital LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 29, 2025 | Jun 5, 2025 |
| Ryan Lee Johns | Sfg Wealth Advisors, LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Feb 28, 2024 | Jan 8, 2024 |
| John Michael Gambone | The Ascent Group, LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Aug 19, 2022 | Oct 24, 2022 (66 d) |
| Michael Allen Harris | Ironoak Wealth independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Jun 30, 2022 | Jul 8, 2022 |
| Patrick Thomas Lonergan | Central Wealth Management LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Jun 3, 2022 | Mar 14, 2022 |
| Carey Yeary Hilburn | Central Wealth Management LLC independent RIA | Vital Capital LLC state registered | RIA to a state-registered adviser | Jun 3, 2022 | Mar 14, 2022 |
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6 moves match.