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 Masterworks Advisers, 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
Daniel J BussiculoWells Fargo Advisors wirehouseMasterworks Advisers, LLC independent RIAWirehouse to independent RIAMay 22, 2026Jun 1, 2026
Austin TannerThrivent Investment Management Inc. BD affiliatedMasterworks Advisers, LLC asset managerOtherJan 16, 2024Jan 12, 2024
Joseph Michael ScuttsEquitable Advisors, LLC national BDMasterworks Advisers, LLC asset managerOtherNov 30, 2023Dec 7, 2023
Alexander Earl KayePlanmember Securities Corporation independent RIAMasterworks Advisers, LLC otherOtherJul 19, 2023May 14, 2024 (300 d)
Michael Donlan DelpozzoArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJul 6, 2023Jun 23, 2023
Kevin Edward CoxArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJul 6, 2023Jun 23, 2023
Hunter Christian AgerArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJul 6, 2023Jun 23, 2023
Evan Cristofer McmannArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJul 6, 2023Jun 23, 2023
Alec Michael MckennaArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJul 3, 2023Jun 30, 2023
Matthew Eric StockburgerArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Erik G BringsjordArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Connor Douglas LeavellArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Serge AkopyanArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Daniel Joseph DelaneyArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Michael Douglas StrangArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 26, 2023
Chad Justin MinickArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Candy Denise MilesArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Griffin W MorganArete Wealth Advisors, LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherJun 29, 2023Jun 23, 2023
Andrei Emanuel PetreJanney Montgomery Scott LLC BD affiliatedMasterworks Advisers, LLC asset managerOtherMay 30, 2023Jan 12, 2024 (227 d)
Sanchit SharmaM1 Advisory no RAUMMasterworks Advisers, LLC asset managerOtherMar 10, 2023Nov 14, 2023 (249 d)
Robert Fredricks EpesUas Asset Management independent RIAMasterworks Advisers, LLC asset managerOtherJan 13, 2023Nov 3, 2023 (294 d)
Dennis Oleg AbramovMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMasterworks Advisers, LLC asset managerOtherAug 16, 2022Nov 8, 2023 (449 d)
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22 moves match.