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 Presilium Private Wealth, 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 |
|---|---|---|---|---|---|
| Amanda Christine Graf | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Presilium Private Wealth, LLC independent RIA | Wirehouse to independent RIA | May 7, 2026 | May 21, 2026 |
| Jaeden Alexander Cruz | United Capital Financial Advisors independent RIA | Presilium Private Wealth, LLC independent RIA | RIA to RIA | May 8, 2024 | Mar 20, 2026 (681 d) |
| Brian Joseph Henrysen | Legacy Advisors, LLC independent RIA | Presilium Private Wealth, LLC independent RIA | RIA to RIA | Dec 20, 2023 | Oct 24, 2023 |
| Cullen Thomas Martin | Vanguard Advisers, Inc. BD affiliated | Presilium Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2023 | Jan 24, 2025 (422 d) |
| Brook Richard Hart | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Presilium Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 8, 2022 | Apr 1, 2022 |
| Jerry John Davidse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Presilium Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 5, 2022 | Apr 1, 2022 |
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6 moves match.