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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

#49NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Socha Financial Group, LLC (Corning, NY) for Savant Wealth Management on the same day

Dated 2026-09-14 (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

SAVANT WEALTH MANAGEMENT · destination firm

Advisor Recruiting IntelligenceSep 14, 2026 · seen 8 days ago

#50NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left UBS Financial Services Inc. (Mill Valley, CA) for Raymond James & Associates, Inc. on the same day

Dated 2026-09-11 (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 IntelligenceSep 11, 2026 · seen 9 days ago

#51NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Wells Fargo Advisors (Bellevue, WA) for &Partners a day apart

Dated 2026-09-10 (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

&PARTNERS · destination firm

Advisor Recruiting IntelligenceSep 10, 2026 · seen 9 days ago

#52NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-09 (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

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

Advisor Recruiting IntelligenceSep 9, 2026 · seen 9 days ago

#53NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-09 (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

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

Advisor Recruiting IntelligenceSep 9, 2026 · seen 9 days ago

#54NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-07 (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

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

Advisor Recruiting IntelligenceSep 7, 2026 · seen 4 days ago

#55NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-04 (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••••• P•••••• W••••• · destination firm

Advisor Recruiting IntelligenceSep 4, 2026 · seen 9 days ago

#56NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-04 (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

R•••• R••• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceSep 4, 2026 · seen 9 days ago

#57NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-02 (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

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

Advisor Recruiting IntelligenceSep 2, 2026 · seen 9 days ago

#58NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-02 (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

C••••• W•••••• L•• · destination firm

Advisor Recruiting IntelligenceSep 2, 2026 · seen today

#59NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-02 (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

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

Advisor Recruiting IntelligenceSep 2, 2026 · seen 9 days ago

#60NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-01 (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

F••••• C•••••• A•••••••• L•• · destination firm

Advisor Recruiting IntelligenceSep 1, 2026 · seen 9 days ago

#61NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-31 (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

N•• E••• W••••• · destination firm

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#62NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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

V•• C•••••• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen today

#63NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-28 (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

M••••• S•••••• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#64NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-27 (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

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

Advisor Recruiting IntelligenceAug 27, 2026 · seen 9 days ago

#65NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-27 (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

G••••••••• F•••••••• P•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 27, 2026 · seen 9 days ago

#66NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-26 (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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 26, 2026 · seen 9 days ago

#67NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-26 (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

M••••• G••••• A••••••• I••• · destination firm

Advisor Recruiting IntelligenceAug 26, 2026 · seen 9 days ago

#68NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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

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

Advisor Recruiting IntelligenceAug 25, 2026 · seen 8 days ago

#69NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-21 (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

D•••••••• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 21, 2026 · seen 9 days ago

#70NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-14 (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

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

Advisor Recruiting IntelligenceAug 14, 2026 · seen 9 days ago

#71NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-14 (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

H••••••• H••• W••••• P••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 14, 2026 · seen 9 days ago

#72NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-14 (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

M••••• S•••••• · destination firm

Advisor Recruiting IntelligenceAug 14, 2026 · seen 9 days ago

Showing 49 to 72 of 387Previous Next

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