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 Aurelius Family Office, 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.

AdvisorFromToTypeLeftRegistered
Lanita Lynn WheetleyCogent Private Wealth independent RIAAurelius Family Office, LLC independent RIARIA to RIAApr 13, 2026Jul 23, 2026 (101 d)
Melissa A GeracimosCharles Schwab & Co., Inc. national BDAurelius Family Office, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2025Feb 27, 2025 (55 d)
Mark Andrew WitaschekMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 3, 2022
Robert Richard CordeauMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 3, 2022
Timothy Peter MarcinekMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 4, 2022
James Morgan RogersAccelerated Wealth Advisors LLC independent RIAAurelius Family Office, LLC independent RIARIA to RIAOct 6, 2022Aug 12, 2025 (1041 d)
Gregory George BarishianCommonwealth Financial Network national BDAurelius Family Office, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2019May 16, 2023 (1343 d)
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7 moves match.