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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

#169NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left J.P. Morgan Securities LLC (Rancho Palos Verdes, CA) for Citigroup Global Markets Inc. within 9 days

Dated 2026-09-02 (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

CITIGROUP GLOBAL MARKETS INC. · destination firm

Advisor Recruiting IntelligenceSep 2, 2026 · seen 6 days ago

#170NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left LPL Financial LLC (Russellville, AR) for Ameriprise Financial Services, LLC on the same day

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

AMERIPRISE FINANCIAL SERVICES, LLC · destination firm

Advisor Recruiting IntelligenceSep 2, 2026 · seen 9 days ago

#171NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Equitable Advisors, LLC (Melville, NY) for J.P. Morgan Securities LLC within 14 days

Dated 2026-09-02 (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.P. MORGAN SECURITIES LLC · destination firm

Advisor Recruiting IntelligenceSep 2, 2026 · seen 6 days ago

#172NewDerived 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

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

Advisor Recruiting IntelligenceSep 2, 2026 · seen yesterday

#173NewDerived 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

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

Advisor Recruiting IntelligenceSep 2, 2026 · seen 9 days ago

#174NewDerived 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

P•• W••••• M••••••••• · destination firm

Advisor Recruiting IntelligenceSep 1, 2026 · seen 9 days ago

#175NewDerived 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

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

Advisor Recruiting IntelligenceSep 1, 2026 · seen 9 days ago

#176NewDerived 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

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

Advisor Recruiting IntelligenceSep 1, 2026 · seen 9 days ago

#177NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-01 (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

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

Advisor Recruiting IntelligenceSep 1, 2026 · seen yesterday

#178NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-09-01 (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•••• C•••••• C•••• · destination firm

Advisor Recruiting IntelligenceSep 1, 2026 · seen 8 days ago

#179NewDerived 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

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

Advisor Recruiting IntelligenceSep 1, 2026 · seen 9 days ago

#180NewDerived 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

P•• W••••• M••••••••• · destination firm

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#181NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-31 (filing); first seen by DFX 2026-09-22.

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 IntelligenceAug 31, 2026 · seen 2 days ago

#182NewDerived 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

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

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#183NewDerived 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

R••••• F••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#184NewDerived 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

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#185NewDerived 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

F•••••• · destination firm

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#186NewDerived 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

S•••••••• E••••• P•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 31, 2026 · seen 9 days ago

#187NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-31 (filing); first seen by DFX 2026-09-22.

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 31, 2026 · seen 2 days ago

#188NewDerived 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

N•• E••• W••••• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#189NewDerived 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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#190NewDerived 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

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

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#191NewDerived 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

C••••••••• F•••••••• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#192NewDerived 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

1••• W•••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

Showing 169 to 192 of 387Previous Next

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