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 Bna 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.

AdvisorFromToTypeLeftRegistered
Joseph Robert ZarzyckiFirst Citizens Asset Management, Inc mixed wealthBna Wealth independent RIARIA to RIAJun 13, 2025Jun 20, 2025
Daniel Mcclain HudspethWaverly Advisors, LLC independent RIABna Wealth independent RIARIA to RIADec 13, 2024Jan 17, 2025 (35 d)
Gregory Scott VezzosiAdvice And Planning Services BD affiliatedBna Wealth independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Nov 29, 2024
Gavin Mark GochnourVanguard Advisers, Inc. BD affiliatedBna Wealth independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2023Jan 10, 2024 (35 d)
Bernard Neal AckermanConsolidated Investment Advisors LLC unclassifiedBna Wealth otherOtherApr 29, 2022Feb 24, 2017
Adam Eric AckermanEdward Jones national BDBna Wealth otherOtherSep 30, 2016Oct 6, 2016
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6 moves match.