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 Thor Wealth Management Inc
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 |
|---|---|---|---|---|---|
| Grace L Cappellini | Thor Wealth Management Inc independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 7, 2025 | Aug 15, 2025 |
| Evan Miller Perduk | Thor Wealth Management Inc independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 3, 2025 | Jun 11, 2025 (128 d) |
| Brando Lewis Reyna | Thor Wealth Management Inc other | Trinity Financial Advisors LLC other | Other | Sep 26, 2012 | Apr 13, 2015 (929 d) |
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3 moves match.