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The intelligence graph of private capital, companies and real assets. Every fact dated and sourced from the public record, every institution one identity across nine markets, and every answer checkable back to the filing it came from.

DFX / DATA FACTORYNINE MARKETS · ONE IDENTITYLIVE

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387 signals match

#217NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Independent Advisor Alliance, LLC (Rock Hill, SC) for Cetera Investment Advisers LLC on the same day

Dated 2026-08-12 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

CETERA INVESTMENT ADVISERS LLC · destination firm

Advisor Recruiting IntelligenceAug 12, 2026 · seen 9 days ago

#218NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left UBS Financial Services Inc. (Indianapolis, IN) for Morgan Stanley on the same day

Dated 2026-08-11 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

MORGAN STANLEY · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 9 days ago

#219NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Wells Fargo Advisors (Westlake, OH) for Raymond James & Associates, Inc. within 8 days

Dated 2026-08-11 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

RAYMOND JAMES & ASSOCIATES, INC. · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 9 days ago

#220NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-11 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

T•• A•••••••• G•••• · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 9 days ago

#221NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-11 (filing); first seen by DFX 2026-09-18.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

J••• M••••• S••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 6 days ago

#222NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-05 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 5, 2026 · seen 9 days ago

#223NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

A••••••••• F•••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 29, 2026 · seen 9 days ago

#224NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-28 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

F•••• A••••••• N•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 28, 2026 · seen 9 days ago

#225NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-27 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

S••••• W••••• A•••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 27, 2026 · seen 9 days ago

#226NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-24 (filing); first seen by DFX 2026-09-23.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

A••••••••• F•••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 24, 2026 · seen yesterday

#227NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-22 (filing); first seen by DFX 2026-09-19.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJul 22, 2026 · seen 5 days ago

#228NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-21 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

R•••••• J•••• • A••••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#229NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-21 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

V••••••• A•••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#230NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-20 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

J••••• M••••••••• S•••• L•• · destination firm

Advisor Recruiting IntelligenceJul 20, 2026 · seen 9 days ago

#231NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-20 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

R•••••• J•••• • A••••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 20, 2026 · seen 9 days ago

#232NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJul 17, 2026 · seen 9 days ago

#233NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJul 17, 2026 · seen 9 days ago

#234NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

M•••• • C••••• I•• · destination firm

Advisor Recruiting IntelligenceJul 17, 2026 · seen 9 days ago

#235NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJul 16, 2026 · seen 9 days ago

#236NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

U•• F•••••••• S••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 16, 2026 · seen 9 days ago

#237NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

R••••• W• B•••• • C•• I••••••••• · destination firm

Advisor Recruiting IntelligenceJul 16, 2026 · seen 9 days ago

#238NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

O••• R•••••• F•••••••• G•••• · destination firm

Advisor Recruiting IntelligenceJul 16, 2026 · seen 9 days ago

#239NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-14 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

C•••••• · destination firm

Advisor Recruiting IntelligenceJul 14, 2026 · seen 9 days ago

#240NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-13 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

R•••••• J•••• • A••••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 13, 2026 · seen 9 days ago

Showing 217 to 240 of 387Previous Next

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