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 Mdrn Wealth
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 |
|---|---|---|---|---|---|
| Lily Inez Gillman | Focus Partners Wealth, LLC independent RIA | Mdrn Wealth state registered | RIA to a state-registered adviser | Sep 8, 2025 | Sep 19, 2025 |
| Justin A Falzone | Beta Wealth Group, Inc independent RIA | Mdrn Wealth state registered | RIA to a state-registered adviser | Jan 10, 2024 | Aug 18, 2026 (951 d) |
| John Damion Boyd | Fidelity Personal And Workplace Advisors BD affiliated | Mdrn Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 27, 2022 | Sep 16, 2022 (51 d) |
| Brooke Nicole Boyd | Vanguard Advisers, Inc. BD affiliated | Mdrn Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 3, 2021 | Sep 3, 2026 (1735 d) |
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4 moves match.