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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

#241NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Edward Jones (ST Louis, MO) for Wells Fargo Advisors within 12 days

Dated 2026-07-08 (filing); first seen by DFX 2026-09-16.

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

WELLS FARGO ADVISORS · destination firm

Advisor Recruiting IntelligenceJul 8, 2026 · seen 8 days ago

#242NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Edward Jones (ST Louis, MO) for J.P. Morgan Securities LLC within 12 days

Dated 2026-07-08 (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.P. MORGAN SECURITIES LLC · destination firm

Advisor Recruiting IntelligenceJul 8, 2026 · seen 9 days ago

#243NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Wells Fargo Advisors (Little Rock, AR) for LPL Financial LLC on the same day

Dated 2026-07-08 (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

LPL FINANCIAL LLC · destination firm

Advisor Recruiting IntelligenceJul 8, 2026 · seen 9 days ago

#244NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-03 (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•••••• L••••• P•••••• F••••• • S•••• I••••••••• · destination firm

Advisor Recruiting IntelligenceJul 3, 2026 · seen 9 days ago

#245NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (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

H• L• O••••• • C••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 2, 2026 · seen 9 days ago

#246NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (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 2, 2026 · seen 9 days ago

#247NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (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 IntelligenceJul 2, 2026 · seen 9 days ago

#248NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-02 (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•••••• L••••• P•••••• F••••• • S•••• I••••••••• · destination firm

Advisor Recruiting IntelligenceJul 2, 2026 · seen 9 days ago

#249NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-01 (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 IntelligenceJul 1, 2026 · seen 9 days ago

#250NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-01 (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•••••• L••••• P•••••• F••••• • S•••• I••••••••• · destination firm

Advisor Recruiting IntelligenceJul 1, 2026 · seen 9 days ago

#251NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-30 (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••••• A•• P••••••• S••••••• · destination firm

Advisor Recruiting IntelligenceJun 30, 2026 · seen 9 days ago

#252NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-29 (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 IntelligenceJun 29, 2026 · seen 9 days ago

#253NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-26 (filing); first seen by DFX 2026-09-16.

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

A• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 26, 2026 · seen 8 days ago

#254NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-26 (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

P•• S•••••••• W••••• · destination firm

Advisor Recruiting IntelligenceJun 26, 2026 · seen 9 days ago

#255NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-26 (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• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 26, 2026 · seen 9 days ago

#256NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-25 (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 IntelligenceJun 25, 2026 · seen 9 days ago

#257NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-24 (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 IntelligenceJun 24, 2026 · seen 9 days ago

#258NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-23 (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 IntelligenceJun 23, 2026 · seen 9 days ago

#259NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-23 (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•••••• · destination firm

Advisor Recruiting IntelligenceJun 23, 2026 · seen 9 days ago

#260NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-22 (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 IntelligenceJun 22, 2026 · seen 9 days ago

#261NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-18 (filing); first seen by DFX 2026-09-16.

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 IntelligenceJun 18, 2026 · seen 8 days ago

#262NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-17 (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

E•••••• F•••••••• E•••••• · destination firm

Advisor Recruiting IntelligenceJun 17, 2026 · seen 9 days ago

#263NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-17 (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

B••••• C•••• P•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 17, 2026 · seen 9 days ago

#264NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-16 (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

S•••••• P••••••• I••••••••• A•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 16, 2026 · seen 9 days ago

Showing 241 to 264 of 387Previous Next

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