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 Atlantic Edge Private Wealth Management
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 |
|---|---|---|---|---|---|
| Robert Eugene Filosa | Bdo Wealth Advisors, LLC independent RIA | Atlantic Edge Private Wealth Management independent RIA | RIA to RIA | Nov 2, 2023 | Jan 29, 2024 (88 d) |
| Ethan John Caldarelli | Bdo Wealth Advisors, LLC independent RIA | Atlantic Edge Private Wealth Management independent RIA | RIA to RIA | Oct 12, 2023 | Jan 31, 2024 (111 d) |
| Matthew Boyd Cochran | Bdo Wealth Advisors, LLC independent RIA | Atlantic Edge Private Wealth Management independent RIA | RIA to RIA | Sep 25, 2023 | Dec 19, 2025 (816 d) |
| Kaitlyn Pandzik Weatherly | Bdo Wealth Advisors, LLC independent RIA | Atlantic Edge Private Wealth Management independent RIA | RIA to RIA | Sep 25, 2023 | Jan 1, 2026 (829 d) |
| Jeffery T Albaneze | Bdo Wealth Advisors, LLC independent RIA | Atlantic Edge Private Wealth Management independent RIA | RIA to RIA | Sep 25, 2023 | Dec 18, 2025 (815 d) |
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5 moves match.