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 Able Financial Group, 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 |
|---|---|---|---|---|---|
| Jacob Alexander Cavaleri | Northcoast Asset Management LLC independent RIA | Able Financial Group, LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jul 25, 2025 (52 d) |
| Deborah Dutton Baldini | Raymond James Financial Services Advisors, Inc BD affiliated | Able Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 29, 2024 |
| Lane Laron Reynolds | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
| Lawrence Van Quathem | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
| Adam Michael Brooks | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 9, 2023 |
| Peter Eickelberg | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
| Matthew Paul Cherry | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
| Laurel Paige Kutler | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
| Brandon David Perlow | Wells Fargo Advisors wirehouse | Able Financial Group, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 7, 2023 | Jan 12, 2023 |
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9 moves match.