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 Solid Point Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Andrew Otto Delmedico | Manning & Napier Advisors, LLC mixed wealth | Solid Point Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 3, 2024 | Sep 17, 2024 |
| David John Dennett | Sandhill Investment Management independent RIA | Solid Point Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 6, 2023 | Feb 6, 2023 (31 d) |
| Christopher Bradford Roop | Sandhill Investment Management independent RIA | Solid Point Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jul 20, 2022 | Sep 23, 2022 (65 d) |
| Antony John Desorbo | Manning & Napier Advisory Advantage Company, LLC other | Solid Point Wealth Advisors, LLC no RAUM | Other | Dec 31, 2013 | Sep 30, 2022 (3195 d) |
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4 moves match.