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 Palm Wealth Partners

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
Franklin George RekasEquitable Advisors, LLC national BDPalm Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2024Oct 2, 2024
Rania Christina JawdeEquitable Advisors, LLC national BDPalm Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2024Oct 2, 2024
Mario Joseph BasiloneEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAAug 7, 2024Jul 5, 2024
Domenick Anthony ManciniEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJul 19, 2024Jun 24, 2024
Danielle BasiloneEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJun 28, 2024Jan 1, 2025 (187 d)
Leonard James TomsonEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJun 28, 2024Mar 19, 2024
Jaron Thomas OswaltEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJun 28, 2024Jun 24, 2024
Adam Paul MentzerEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJun 28, 2024Jun 24, 2024
Tyler James BocciaEaton Financial Group independent RIAPalm Wealth Partners independent RIARIA to RIAJun 28, 2024Jun 24, 2024
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9 moves match.