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 09/14/2026
Also filed as Katarzyna Kondracka
At current firm
0 y
since Aug 31, 2026
In the industry
10 y
since Apr 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Choreo, LLC independent RIA currentsince Aug 31, 2026 · Fort Collins, Co
- Beacon Pointe Advisors, LLC independent RIASep 9, 2020 to Dec 9, 2024 · Scottsdale, Az
- Edelman Financial Engines independent RIAOct 12, 2018 to Jun 10, 2020 · Tempe, Az
- Edelman Financial Services, LLC formerJan 13, 2017 to Nov 1, 2018 · Tempe, Az
Moves
a registration end followed by a registration begin elsewhere
- Beacon Pointe Advisors, LLC to Choreo, LLCleft Dec 9, 2024, registered Aug 31, 2026 (630 days) · RIA to RIA
- Edelman Financial Engines to Beacon Pointe Advisors, LLCleft Jun 10, 2020, registered Sep 9, 2020 (91 days) · RIA to RIA
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Oct 12, 2018 (-20 days) · corporate re-registration, not a move
Signals
- Katarzyna Quiroz left Beacon Pointe Advisors, Llc for Choreo, Llc (registered 2026-08-31)Dec 9, 2024 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address