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 Destiny Family Office
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 |
|---|---|---|---|---|---|
| William Sterling Newton | Destiny Wealth Partners, LLC independent RIA | Destiny Family Office no RAUM | RIA to a newly registered adviser | Mar 31, 2026 | Nov 12, 2025 |
| Thomas Huey Ruggie | Cwm, LLC BD affiliated | Destiny Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2020 | Sep 22, 2025 (1909 d) |
| Robert Clark | Cwm, LLC BD affiliated | Destiny Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2020 | Oct 28, 2025 (1945 d) |
| Audrey Marie Mancuso | Cwm, LLC BD affiliated | Destiny Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2020 | Oct 27, 2025 (1944 d) |
| Jorge A Romero | Cwm, LLC BD affiliated | Destiny Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2020 | Oct 28, 2025 (1945 d) |
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5 moves match.