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 Captar Private 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 |
|---|---|---|---|---|---|
| Ryan Patrick Norman | Principal Securities, Inc. BD affiliated | Captar Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2025 | Jun 23, 2026 (405 d) |
| Todd Kelzenberg | Cetera Advisor Networks LLC BD affiliated | Captar Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2023 | Jan 1, 2026 (969 d) |
| Kenneth Dean Dedeker | Advisornet Wealth Partners independent RIA | Captar Private Wealth independent RIA | RIA to RIA | Jan 21, 2021 | Jan 1, 2026 (1806 d) |
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3 moves match.