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.
Advisor moves
Departures from Tobias Financial Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Cruz Brooks | Tobias Financial Advisors independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Nov 12, 2025 | Dec 17, 2025 (35 d) |
| Catalina Maria Franco-Cicero | Tobias Financial Advisors independent RIA | Build A Better Financial Future LLC unclassified | Other | Dec 31, 2024 | Aug 4, 2025 (216 d) |
| Anthony Joseph Labrake | Tobias Financial Advisors independent RIA | Facet independent RIA | RIA to RIA | Mar 10, 2021 | May 24, 2021 (75 d) |
| Daniel Joshua Tobias | Tobias Financial Advisors other | Davidson Capital other | Other | Oct 19, 2015 | Feb 29, 2016 (133 d) |
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4 moves match.