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 Divergent Capital Asset Management 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
Javier Alberto LoretoSancus Wealth Management LLC state registeredDivergent Capital Asset Management LLC state registeredOtherMar 5, 2025Oct 3, 2024
William Dean KatzelisClarity Capital Partners independent RIADivergent Capital Asset Management LLC state registeredRIA to a state-registered adviserJan 9, 2025Dec 20, 2024
Timothy Gerard HermeschAtlas Financial Advisors, Inc. independent RIADivergent Capital Asset Management LLC state registeredRIA to a state-registered adviserSep 25, 2024Oct 1, 2024
Michael Patrick McgeeMorgan Stanley wirehouseDivergent Capital Asset Management LLC state registeredWirehouse to a state-registered adviserSep 12, 2024Sep 4, 2024
Ryan R WellsIntegrated Wealth Concepts LLC independent RIADivergent Capital Asset Management LLC state registeredRIA to a state-registered adviserJan 25, 2024Feb 24, 2025 (396 d)
Harris Morgan DzwonkowskiGlide Capital asset managerDivergent Capital Asset Management LLC state registeredOtherDec 31, 2022May 4, 2023 (124 d)
Gordon SylvesterTlg Advisors, Inc. BD affiliatedDivergent Capital Asset Management LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 16, 2022Apr 25, 2023 (160 d)
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7 moves match.