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 Expressive Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ronald E Loyo | Oxford Wealth Group, LLC independent RIA | Expressive Wealth LLC independent RIA | RIA to RIA | Jul 30, 2025 | Aug 14, 2025 |
| Stephanie Marie Morawski | Equitable Advisors, LLC national BD | Expressive Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2024 | Dec 6, 2024 |
| Kaitlin Martinez | Oreka Wealth unclassified | Expressive Wealth LLC independent RIA | Other | Oct 2, 2024 | May 20, 2025 (230 d) |
| Darlene Sue Duncan | Wealthtrust Asset Management, LLC independent RIA | Expressive Wealth LLC no RAUM | RIA to a newly registered adviser | Jul 15, 2024 | Mar 11, 2024 |
| Lauren Michelle Genuardi | Telemus Capital, LLC independent RIA | Expressive Wealth LLC no RAUM | RIA to a newly registered adviser | Mar 21, 2024 | Mar 1, 2024 |
| Vanessa N Martinez | Hightower Advisors, LLC BD affiliated | Expressive Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 8, 2022 | Mar 1, 2024 (724 d) |
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6 moves match.