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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

#265NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left UBS Financial Services Inc. (New York, NY) for Steward Partners Investment Advisory, LLC on the same day

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

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · destination firm

Advisor Recruiting IntelligenceJun 16, 2026 · seen 9 days ago

#266NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Thrivent Advisor Network, LLC (Kingwood, TX) for Awaken Wealth Partners LLC on the same day

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

AWAKEN WEALTH PARTNERS LLC · destination firm

Advisor Recruiting IntelligenceJun 16, 2026 · seen 9 days ago

#267NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Osaic Institutions, Inc. (Lakeland, FL) for Cetera Investment Advisers LLC on the same day

Dated 2026-06-15 (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 IntelligenceJun 15, 2026 · seen 9 days ago

#268NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-15 (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•••••• W••••• M••••••••• · destination firm

Advisor Recruiting IntelligenceJun 15, 2026 · seen 9 days ago

#269NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-15 (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•••••••• A•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 15, 2026 · seen 9 days ago

#270NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (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

S••••• G••••• I••••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 12, 2026 · seen 9 days ago

#271NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 12, 2026 · seen 9 days ago

#272NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-11 (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

C•••••• S••••• • C••• I••• · destination firm

Advisor Recruiting IntelligenceJun 11, 2026 · seen 8 days ago

#273NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (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••••••••• F•••••••• N•••••• · destination firm

Advisor Recruiting IntelligenceJun 10, 2026 · seen 9 days ago

#274NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (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 10, 2026 · seen 9 days ago

#275NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (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 IntelligenceJun 10, 2026 · seen 9 days ago

#276NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-09 (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 9, 2026 · seen 9 days ago

#277NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-08 (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

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• · destination firm

Advisor Recruiting IntelligenceJun 8, 2026 · seen 9 days ago

#278NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-04 (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••••••• S••••••••• L••••• · destination firm

Advisor Recruiting IntelligenceJun 4, 2026 · seen 9 days ago

#279NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-03 (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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 3, 2026 · seen 9 days ago

#280NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (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

C••••• I••••••••• A••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 9 days ago

#281NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (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

A••••••• S•••••••• G•••• · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 9 days ago

#282NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-01 (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

C••••••••• P•••••••• R••••• C••• · destination firm

Advisor Recruiting IntelligenceJun 1, 2026 · seen 9 days ago

#283NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-01 (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

A••••••••• I••• · destination firm

Advisor Recruiting IntelligenceJun 1, 2026 · seen 9 days ago

#284NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (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

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

Advisor Recruiting IntelligenceMay 29, 2026 · seen 9 days ago

#285NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-24 (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

K••••• A••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 24, 2026 · seen 9 days ago

#286NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-24 (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•• C•••••• M••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 24, 2026 · seen 9 days ago

#287NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-24 (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•••••• J•••• • A••••••••• I••• · destination firm

Advisor Recruiting IntelligenceAug 24, 2026 · seen 9 days ago

#288NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-24 (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

M•• C•••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 24, 2026 · seen 9 days ago

Showing 265 to 288 of 387Previous Next

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