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 Matter Family Office
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 |
|---|---|---|---|---|---|
| Blake Thiele | Matter Family Office independent RIA | Allen Capital Group, LLC independent RIA | RIA to RIA | Jun 24, 2026 | Jul 24, 2026 |
| Charles Salvatore Limandri | Matter Family Office independent RIA | Orchid Advisory independent RIA | RIA to RIA | Jan 9, 2026 | Jan 7, 2026 |
| Thomas Emerson Bevington | Matter Family Office independent RIA | Creative Planning independent RIA | RIA to RIA | Oct 22, 2024 | Nov 4, 2024 |
| Jaron Robert Wagner | Matter Family Office independent RIA | Lido independent RIA | RIA to RIA | Apr 16, 2024 | Jan 1, 2025 (260 d) |
| Brian Joseph Fernandez | Matter Family Office independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2024 | Mar 18, 2024 |
| Noah Solomon | Matter Family Office independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2024 | Jul 19, 2024 (142 d) |
| Cathleen Elizabeth Crews | Matter Family Office independent RIA | Orchid Advisory no RAUM | RIA to a newly registered adviser | Aug 21, 2023 | Sep 19, 2023 |
| Laura Mannz Slawski | Matter Family Office independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2023 | Feb 14, 2024 (196 d) |
| Bradley J Bishop | Matter Family Office independent RIA | Namtaf Advisors, LLC no RAUM | RIA to a newly registered adviser | Feb 8, 2022 | Dec 20, 2021 |
| Kendall Marvin Young | Matter Family Office independent RIA | Cauble & Harre Wealth Management, Inc. independent RIA | RIA to RIA | Apr 1, 2019 | Apr 5, 2019 |
| Ellen Donovan Crowley | Matter Family Office other | Captrust Financial Advisors other | Other | Jan 3, 2008 | Jan 2, 2008 |
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11 moves match.