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 Brighton Securities Corp.

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
Melissa Ann TalaricoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrighton Securities Corp. independent RIAWirehouse to independent RIANov 16, 2022Nov 15, 2022
Joshua David SlishEquitable Advisors, LLC national BDBrighton Securities Corp. independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2022Jul 29, 2022
Michael Christopher RestivoUBS Financial Services Inc. wirehouseBrighton Securities Corp. independent RIAWirehouse to independent RIAApr 28, 2022Apr 26, 2022
Joshua Tyler GilbertWells Fargo Advisors wirehouseBrighton Securities Corp. independent RIAWirehouse to independent RIAAug 7, 2020Apr 19, 2021 (255 d)
Willard Basch SaperstonSaperston Asset Management, Inc. independent RIABrighton Securities Corp. independent RIARIA to RIANov 14, 2018Nov 1, 2018
Kristina Lynn SaperstonSaperston Asset Management, Inc. independent RIABrighton Securities Corp. independent RIARIA to RIAOct 29, 2018Oct 23, 2018
Deanna Jean GuttaCitizens Securities, Inc. BD affiliatedBrighton Securities Corp. independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2018Oct 3, 2018 (205 d)
Lori Ann AlbertsMorgan Stanley wirehouseBrighton Securities Corp. independent RIAWirehouse to independent RIANov 27, 2017Sep 27, 2018 (304 d)
Raymond Louis DemonteWells Fargo Advisors wirehouseBrighton Securities Corp. independent RIAWirehouse to independent RIASep 5, 2017Oct 3, 2018 (393 d)
Salvatore Anthony FascianoHsbc Securities (USA) Inc. otherBrighton Securities Corp. independent RIAOtherNov 14, 2011May 16, 2021 (3471 d)
Douglas Arthur HendeeMorgan Stanley Dw Inc. unclassifiedBrighton Securities Corp. independent RIAOtherApr 19, 2005Jun 12, 2024 (6994 d)
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11 moves match.