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 A&M Private Wealth Partners, 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 |
|---|---|---|---|---|---|
| Carl Wade Gardiner | Bitterroot Capital Advisors LLC independent RIA | A&M Private Wealth Partners, LLC independent RIA | RIA to RIA | May 14, 2026 | Apr 10, 2026 |
| Milos Janicic | Citigroup Global Markets Inc. BD affiliated | A&M Private Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2025 | Aug 26, 2025 (33 d) |
| John Mckenzie Ralls | William Blair & Company L.L.C. BD affiliated | A&M Private Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 5, 2024 (83 d) |
| Jude R Scaglione | Citigroup Global Markets Inc. BD affiliated | A&M Private Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2024 | Oct 10, 2024 (49 d) |
| Peter Salvatore Aloisi | Citigroup Global Markets Inc. BD affiliated | A&M Private Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 22, 2024 | Oct 1, 2024 (40 d) |
| Michael S. Calkin | Citigroup Global Markets Inc. BD affiliated | A&M Private Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 16, 2023 | Sep 10, 2024 (391 d) |
| Christopher James Cocozza | Clearbridge Investments, LLC other | A&M Private Wealth Partners, LLC independent RIA | Other | Apr 9, 2018 | Mar 17, 2025 (2534 d) |
| Eduardo Antonio Villa Ospina | Gfo Advisory Services, LLC other | A&M Private Wealth Partners, LLC independent RIA | Other | Oct 7, 2015 | Jan 24, 2025 (3397 d) |
| Michael Joseph Murgio | Gfo Advisory Services, LLC other | A&M Private Wealth Partners, LLC independent RIA | Other | Jul 3, 2015 | Apr 9, 2025 (3568 d) |
| Lawrence Adam Hilzenrath | Gfo Advisory Services, LLC other | A&M Private Wealth Partners, LLC independent RIA | Other | Feb 3, 2015 | Dec 26, 2024 (3614 d) |
| Takuya Kisaka | Wilmington Trust Investment Management other | A&M Private Wealth Partners, LLC independent RIA | Other | Jan 19, 2010 | Apr 9, 2025 (5559 d) |
| Brian Michael Oard | Mbsc, LLC unclassified | A&M Private Wealth Partners, LLC independent RIA | Other | Oct 9, 2006 | Dec 2, 2024 (6629 d) |
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12 moves match.