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 Briaud 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.

AdvisorFromToTypeLeftRegistered
Ryan Murphy SafkoBriaud Financial Advisors independent RIAAltman Advisors independent RIARIA to RIASep 1, 2022Nov 8, 2022 (68 d)
Curtis Adam BurchBriaud Financial Advisors independent RIADestiny Capital Corporation independent RIARIA to RIASep 1, 2022Aug 26, 2022
Adam Jeffrey WarrenBriaud Financial Advisors independent RIADestiny Capital Corporation independent RIARIA to RIASep 1, 2022Oct 27, 2022 (56 d)
John Robert BohnsackBriaud Financial Advisors independent RIAIntegrated Planning & Wealth Management, LLC independent RIARIA to RIAJul 12, 2021Sep 21, 2021 (71 d)
Sarah Darlene BuengerBriaud Financial Advisors otherParagon Financial Advisors otherOtherMar 19, 2009Apr 22, 2009 (34 d)
Joseph Shane TeamBriaud Financial Advisors otherTeam Financial Strategies otherOtherApr 1, 2005Sep 20, 2007 (902 d)
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6 moves match.