DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/15/2026
Also filed as Mark Alayoubi
At current firm
4 y
since Jul 22, 2022
In the industry
15 y
since Aug 19, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fisher Investments independent RIA currentsince Jul 22, 2022 · Rochester Hills, Mi
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jul 22, 2022 · Boston, Ma
- Strategic Advisers LLC national BDAug 18, 2014 to Jul 13, 2018 · Farmington, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 8, 2011 to Jul 16, 2014 · Farmington Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Fisher Investmentsleft Jul 22, 2022, registered Jul 22, 2022 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Strategic Advisers LLCleft Jul 16, 2014, registered Aug 18, 2014 (33 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Enmar Alayoubi left Fidelity Personal And Workplace Advisors for Fisher Investments (registered 2022-07-22)Jul 22, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address