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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

#73NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Commonwealth Financial Network (Waltham, MA) for Raymond James Financial Services Advisors, Inc within 7 days

Dated 2026-08-13 (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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · destination firm

Advisor Recruiting IntelligenceAug 13, 2026 · seen 9 days ago

#74NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Strategic Advisers LLC (Boston, MA) for Merrill Lynch, Pierce, Fenner & Smith Incorporated within 28 days

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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · destination firm

Advisor Recruiting IntelligenceAug 12, 2026 · seen 9 days ago

#75NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Cetera Investment Advisers LLC (Fairview Hghts, IL) for Kestra Advisory Services, LLC within 13 days

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

KESTRA ADVISORY SERVICES, LLC · destination firm

Advisor Recruiting IntelligenceAug 12, 2026 · seen 9 days ago

#76NewDerived 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

•••••••• · destination firm

Advisor Recruiting IntelligenceAug 11, 2026 · seen 9 days ago

#77NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-10 (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

T••••••• V••••• F•••••••• P••••••• · destination firm

Advisor Recruiting IntelligenceAug 10, 2026 · seen 9 days ago

#78NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-06 (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

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

Advisor Recruiting IntelligenceAug 6, 2026 · seen today

#79NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-06 (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 6, 2026 · seen 9 days ago

#80NewDerived 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

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

Advisor Recruiting IntelligenceAug 5, 2026 · seen 9 days ago

#81NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-03 (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•••• F•••••••• A••••••• · destination firm

Advisor Recruiting IntelligenceAug 3, 2026 · seen 9 days ago

#82NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-03 (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

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

Advisor Recruiting IntelligenceAug 3, 2026 · seen 9 days ago

#83NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-03 (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

•••••••• · destination firm

Advisor Recruiting IntelligenceAug 3, 2026 · seen 9 days ago

#84NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-01 (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

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

Advisor Recruiting IntelligenceAug 1, 2026 · seen 9 days ago

#85NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-31 (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

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

Advisor Recruiting IntelligenceJul 31, 2026 · seen today

#86NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-30 (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

N•• H•••••• W••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 30, 2026 · seen 9 days ago

#87NewDerived 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

E••• W••• W••••• A••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 29, 2026 · seen 9 days ago

#88NewDerived 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

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

Advisor Recruiting IntelligenceJul 29, 2026 · seen 9 days ago

#89NewDerived 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

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

Advisor Recruiting IntelligenceJul 27, 2026 · seen 9 days ago

#90NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-24 (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••••• S•••••• · destination firm

Advisor Recruiting IntelligenceJul 24, 2026 · seen 9 days ago

#91NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-23 (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

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

Advisor Recruiting IntelligenceJul 23, 2026 · seen 9 days ago

#92NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-07-22 (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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJul 22, 2026 · seen 9 days ago

#93NewDerived 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••••••••• C•••••• M••••••••• · destination firm

Advisor Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#94NewDerived metricA•••••• 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

P•••••• A•••••• G••••• L•• · destination firm

A•••••• Recruiting IntelligenceJul 21, 2026 · seen 9 days ago

#95NewDerived 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

T••••• A••••••• S•••••••• I••• · destination firm

Advisor Recruiting IntelligenceJul 20, 2026 · seen 9 days ago

#96NewDerived 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

Showing 73 to 96 of 387Previous Next

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