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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

#193NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left LPL Financial LLC (New Britain, PA) for Maridea Wealth Management on the same day

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

MARIDEA WEALTH MANAGEMENT · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#194NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left RBC Capital Markets, LLC (San Francisco, CA) for Ieq Capital, LLC on the same day

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

IEQ CAPITAL, LLC · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen 9 days ago

#195NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left UBS Financial Services Inc. (Pepper Pike, OH) for Raymond James & Associates, Inc. on the same day

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

RAYMOND JAMES & ASSOCIATES, INC. · destination firm

Advisor Recruiting IntelligenceAug 27, 2026 · seen 9 days ago

#196NewDerived 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

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

Advisor Recruiting IntelligenceAug 27, 2026 · seen 9 days ago

#197NewDerived 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

A••••••• S••••••• N•••••• · destination firm

Advisor Recruiting IntelligenceAug 27, 2026 · seen 9 days ago

#198NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-26 (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

P•••••••• S••••••••• I••• · destination firm

Advisor Recruiting IntelligenceAug 26, 2026 · seen yesterday

#199NewDerived 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

#200NewDerived 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

O••••••• B•• W••••• P••••••• · destination firm

Advisor Recruiting IntelligenceAug 25, 2026 · seen 9 days ago

#201NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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 IntelligenceAug 25, 2026 · seen yesterday

#202NewDerived 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

K••••• A•••••••• I••• · destination firm

Advisor Recruiting IntelligenceAug 25, 2026 · seen 9 days ago

#203NewDerived 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

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

Advisor Recruiting IntelligenceAug 25, 2026 · seen 9 days ago

#204NewDerived 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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 25, 2026 · seen 9 days ago

#205NewDerived 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

W••••••• C•••••• · destination firm

Advisor Recruiting IntelligenceAug 25, 2026 · seen 9 days ago

#206NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (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••••• S•••••• · destination firm

Advisor Recruiting IntelligenceAug 25, 2026 · seen 5 days ago

#207NewDerived 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

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

Advisor Recruiting IntelligenceAug 21, 2026 · seen 9 days ago

#208NewDerived metricA•••••• 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

L•• F•••••••• L•• · destination firm

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

#209NewDerived 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

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

Advisor Recruiting IntelligenceAug 21, 2026 · seen 9 days ago

#210NewDerived 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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 21, 2026 · seen 9 days ago

#211NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-19 (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 IntelligenceAug 19, 2026 · seen 9 days ago

#212NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-19 (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•••••• I••••••••• I••• · destination firm

Advisor Recruiting IntelligenceAug 19, 2026 · seen 9 days ago

#213NewDerived metricA•••••• Recruiting Intelligence

••• Locked

Dated 2026-08-17 (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

X••••••• A•••••• P••••••• L•• · destination firm

A•••••• Recruiting IntelligenceAug 17, 2026 · seen 9 days ago

#214NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-17 (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

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 17, 2026 · seen 9 days ago

#215NewDerived metricAdvisor Recruiting Intelligence

••• Locked

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

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

Advisor Recruiting IntelligenceAug 12, 2026 · seen 9 days ago

#216NewDerived metricAdvisor Recruiting Intelligence

••• Locked

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

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

Advisor Recruiting IntelligenceAug 12, 2026 · seen 9 days ago

Showing 193 to 216 of 387Previous Next

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