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 Catoctin Ridge Wealth Partner
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 |
|---|---|---|---|---|---|
| Kathleen Finn | Finn Financial Advisory Group, Inc. unclassified | Catoctin Ridge Wealth Partner independent RIA | Other | Dec 31, 2025 | Jun 13, 2025 |
| Hondamir Ken Burhon | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Feb 5, 2025 |
| David Rectenwald | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 19, 2024 |
| Eric A Vinores | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 17, 2025 | Nov 8, 2024 |
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4 moves match.