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 Deerfield

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.

AdvisorFromToTypeLeftRegistered
Bryan Robert ByrerDeerfield independent RIAMillennial Financial Planning state registeredRIA to a state-registered adviserOct 31, 2025Aug 7, 2025
Hope Olivia FryDeerfield independent RIARoot Financial Partners independent RIARIA to RIAOct 31, 2025Nov 21, 2025
Isobo Sokipriye AmasoDeerfield independent RIASignaturefd, LLC independent RIARIA to RIAJun 23, 2021Mar 1, 2024 (982 d)
Benjamin Joseph HockemaDeerfield independent RIAIlluminate Wealth Management independent RIARIA to RIADec 31, 2019Sep 2, 2020 (246 d)
Page 1 of 1
4 moves match.