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 Blankinship & Foster, LLC
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 |
|---|---|---|---|---|---|
| Joshua Lee Matyas | Blankinship & Foster, LLC independent RIA | Signature Resources Capital Management, LLC independent RIA | RIA to RIA | Dec 5, 2025 | Dec 9, 2025 |
| Arley Emmanuel Gonzalez | Blankinship & Foster, LLC independent RIA | Koa Wealth Management, LLC independent RIA | RIA to RIA | Jun 13, 2024 | Aug 6, 2024 (54 d) |
| Jeffrey Samuel Platt | Blankinship & Foster, LLC other | Harrison - De Charon, L.L.C. other | Other | Sep 28, 2004 | Jun 30, 2008 (1371 d) |
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3 moves match.