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 Orange Investment Advisors, 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 |
|---|---|---|---|---|---|
| Ronald Pauly Mayfield | Orange Investment Advisors, Inc. independent RIA | Hv Capital Management no RAUM | RIA to a newly registered adviser | Dec 23, 2025 | Dec 21, 2025 |
| Melissa J. Mineau | Orange Investment Advisors, Inc. independent RIA | Hv Capital Management no RAUM | RIA to a newly registered adviser | Dec 23, 2025 | Dec 21, 2025 |
| Kelly Marie Lynch-Moloney | Orange Investment Advisors, Inc. independent RIA | Palisade Capital Management, LP mixed wealth | RIA to RIA | Dec 9, 2025 | Jan 6, 2026 |
| Samantha Marie Booth | Orange Investment Advisors, Inc. independent RIA | Beacon Trust independent RIA | RIA to RIA | Nov 10, 2025 | Nov 20, 2025 |
| Gustave Joseph Scacco | Orange Investment Advisors, Inc. independent RIA | Advisors Capital Management, LLC independent RIA | RIA to RIA | Sep 9, 2025 | Sep 16, 2025 |
| James A Fitzgerald | Orange Investment Advisors, Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jan 12, 2023 | Oct 25, 2022 |
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6 moves match.