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 Fcig Wealth 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
Daniel Francis MassucciCommonwealth Financial Network national BDFcig Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2025Jan 28, 2026 (41 d)
William Martin GilmoreCambridge Investment Research Advisors, Inc. BD affiliatedFcig Wealth Management, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 11, 2024Mar 19, 2024
Ryan P BouchardCambridge Investment Research Advisors, Inc. BD affiliatedFcig Wealth Management, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 11, 2024Jun 14, 2024
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3 moves match.