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 Gfg Solutions

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
Matthew Nicholas FerratuscoLyons Wealth Management independent RIAGfg Solutions independent RIARIA to RIAAug 7, 2025Jan 13, 2026 (159 d)
Tinja AndersonMML Investors Services, LLC BD affiliatedGfg Solutions independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Jan 10, 2025
Vincent Joseph AmalfitanoMML Investors Services, LLC BD affiliatedGfg Solutions independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2024Sep 19, 2024 (176 d)
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3 moves match.