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 Harris Financial 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.

AdvisorFromToTypeLeftRegistered
Matthew Warren KuhnHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Dec 11, 2020
Clay Campbell ZachryHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Jan 27, 2025 (1526 d)
Armando Benjamin HerreraHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Aug 3, 2026 (2079 d)
Kristen Marie PerezHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Dec 17, 2025 (1850 d)
Michael David DesantisHarris Financial Advisors, Inc. independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 23, 2020Apr 6, 2023 (864 d)
Jonathan Carson BaconHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Nov 13, 2025 (1816 d)
Stewart DarrellHarris Financial Advisors, Inc. independent RIADarrell Capital Management, LLC state registeredRIA to a state-registered adviserAug 14, 2020Aug 21, 2020
Mark Anthony BoujikianHarris Financial Advisors, Inc. otherKeymark Financial state registeredOtherJun 20, 2017Dec 10, 2025 (3095 d)
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8 moves match.