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 Evolve Private 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 |
|---|---|---|---|---|---|
| Timothy Aaron Day | Ieq Capital, LLC independent RIA | Evolve Private Wealth, LLC independent RIA | RIA to RIA | May 28, 2026 | Jun 9, 2026 |
| Chelsea Augusta Traub | Seia BD affiliated | Evolve Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2026 | Jun 1, 2026 |
| Armen George Keheyan | Mai Capital Management, LLC independent RIA | Evolve Private Wealth, LLC independent RIA | RIA to RIA | May 5, 2026 | May 18, 2026 |
| Nicholas Andrian | Mai Capital Management, LLC independent RIA | Evolve Private Wealth, LLC independent RIA | RIA to RIA | Apr 21, 2026 | Apr 20, 2026 |
| Brett A Cohen | Morgan Stanley wirehouse | Evolve Private Wealth, LLC independent RIA | Wirehouse to independent RIA | Feb 19, 2026 | Feb 13, 2026 |
| Luke C Mcgrath | Morgan Stanley wirehouse | Evolve Private Wealth, LLC independent RIA | Wirehouse to independent RIA | Feb 16, 2026 | Feb 13, 2026 |
| Glen David Strauss | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Eleanor Weinstock | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Jonathan Adam Lewis | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Hank Jay Krakover | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Barbara Moreno | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Adam Lawrence Weinstock | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Derek Justin Finch | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
| Edward J Kahn | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
| Razmig Kevork Der-Tavitian | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
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15 moves match.