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 Twenty Four Wealth
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 |
|---|---|---|---|---|---|
| Michael J Carbino | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Joseph D Peri | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| John Thomas Dougherty | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Chiraag Kirpalani | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Ryan James Hunter | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Joseph Robert Viger | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Maria A Bjornson | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Justin Widomski | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Madison Lee | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Anthony Joseph Truino | LPL Financial LLC BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2026 | Aug 31, 2026 (52 d) |
| James Ellis Cahn | LPL Financial LLC BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2026 | Aug 31, 2026 (52 d) |
| Christopher Zapata | LPL Financial LLC BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2026 | Aug 31, 2026 (52 d) |
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12 moves match.